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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-10-19
  • TX RA
    APPROVED
    Since 2021-10-19

Branch Locations

1522 Gross Rd Fl 1, Mesquite, TX 75149 • 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
J.P. Morgan Securities Llc Dallas TX 06/2015 01/2020
J.P. Morgan Chase Dallas TX 06/2015 01/2020
Lpl Financial Llc Rockwall TX 01/2020 02/2021
The American National Bank Of Texas Rockwall TX 01/2020 02/2021
Hilltop Securities Inc. Dallas TX 02/2021 09/2021
Truist Investment Services, Inc. Plano TX 10/2021 Present
  • 06/2015 → 01/2020
    J.P. Morgan Securities Llc
    Dallas, TX
  • 06/2015 → 01/2020
    J.P. Morgan Chase
    Dallas, TX
  • 01/2020 → 02/2021
    Lpl Financial Llc
    Rockwall, TX
  • 01/2020 → 02/2021
    The American National Bank Of Texas
    Rockwall, TX
  • 02/2021 → 09/2021
    Dallas, TX
  • 10/2021 → Present
    Truist Investment Services, Inc.
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-27
S63 Uniform Securities Agent State Law Examination 2015-07-16
  • S65 Uniform Investment Adviser Law Examination
    2021-08-27
  • S63 Uniform Securities Agent State Law Examination
    2015-07-16
Other Names
  • Juan Carlos Vanegas
  • Juan Vanegas

View on SEC IAPD

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