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Joel Nathan Zvi Goren

Truist Advisory Services, Inc.

Fort Lauderdale, FL

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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 2021-02-17
  • FL RA
    APPROVED
    Since 2021-02-17

Branch Locations

501 E Las Olas Blvd Ste 100, Fort Lauderdale, FL 33301 • 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
Bb&T Fort Lauderdale FL 08/2017 01/2019
Bbtis Charlotte NC 08/2017 Present
City National Bank Of Florida Fort Lauderdale FL 09/2014 08/2017
Bb&T Securities, Llc Richmond VA 01/2018 Present
Bb&T Fort Lauderdale FL 01/2019 Present
Truist Investment Services, Inc. Fort Lauderdale FL 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 08/2017 → 01/2019
    Bb&T
    Fort Lauderdale, FL
  • 08/2017 → Present
    Bbtis
    Charlotte, NC
  • 09/2014 → 08/2017
    City National Bank Of Florida
    Fort Lauderdale, FL
  • 01/2018 → Present
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → Present
    Bb&T
    Fort Lauderdale, FL
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Fort Lauderdale, FL
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Fort Lauderdale, FL
    Richmond, VA
  • 2017-11-08 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Fort Lauderdale, FL
  • 2013-01-29 → 2014-09-09
    Truist Investment Services, Inc.
    Fort Lauderdale, FL
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-06
  • S66 Uniform Combined State Law Examination
    2017-11-06
Designations
Other Names
  • Joel N Goren

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FORT LAUDERDALE, FL
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