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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-12-15
  • FL RA
    APPROVED
    Since 2016-12-15

Branch Locations

5900 Katie Ln, Sarasota, FL 34232 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Bank Sarasota FL 04/2015 Present
Suntrust Investment Services, Inc. Atlanta GA 04/2015 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 04/2015 → Present
    Suntrust Bank
    Sarasota, FL
  • 04/2015 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-13
S63 Uniform Securities Agent State Law Examination 2012-12-06
  • S66 Uniform Combined State Law Examination
    2016-12-13
  • S63 Uniform Securities Agent State Law Examination
    2012-12-06

View on SEC IAPD

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