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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 2016-11-07
  • FL RA
    APPROVED
    Since 2016-11-07

Branch Locations

401 E Jackson St Fl 19, Tampa, FL 33602 • 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 Investment Inc Atlanta GA 02/2015 01/2022
Suntrust Advisory Services/Truist Advisory Services, Inc. Atlanta GA 09/2016 Present
Bb&T Securities, Llc Richmond VA 12/2019 02/2021
Truist Investment Services, Inc. Atlanta GA 01/2022 Present
  • 02/2015 → 01/2022
    Suntrust Investment Inc
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services/Truist Advisory Services, Inc.
    Atlanta, GA
  • 12/2019 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2022 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2019-12-23 → 2021-02-17
    Bb&T Securities, Llc
    Riverview, FL
    Richmond, VA
    Charlotte, NC
    Riverview, FL
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-02
S63 Uniform Securities Agent State Law Examination 2015-03-30
  • S65 Uniform Investment Adviser Law Examination
    2016-11-02
  • S63 Uniform Securities Agent State Law Examination
    2015-03-30
Other Names
  • Kelli Jo Liming
  • Kelli Jo Stirna
  • Kelli J Stirna

View on SEC IAPD

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