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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2021-02-17
  • SC RA
    APPROVED
    Since 2021-02-17

Branch Locations

521 Main St Fl 1, North Myrtle Beach, SC 29582 • 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
Bbtis Myrtle Beach SC 07/2015 02/2021
Bb&T Securities, Llc North Myrtle Beach SC 01/2018 02/2021
Truist Investment Services, Inc. North Myrtle Beach SC 02/2021 01/2026
Truist Advisory Services, Inc. Atlanta GA 02/2021 01/2026
Truist Investment Services, Inc. North Myrtle Beach SC 01/2026 Present
Truist Advisory Services, Inc. North Myrtle Beach SC 01/2026 Present
  • 07/2015 → 02/2021
    Bbtis
    Myrtle Beach, SC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    North Myrtle Beach, SC
  • 02/2021 → 01/2026
    Truist Investment Services, Inc.
    North Myrtle Beach, SC
  • 02/2021 → 01/2026
    Atlanta, GA
  • 01/2026 → Present
    Truist Investment Services, Inc.
    North Myrtle Beach, SC
  • 01/2026 → Present
    North Myrtle Beach, SC
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Wilmington, NC
    North Myrtle Beach, SC
    Richmond, VA
  • 2016-02-11 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Wilmington, NC
    Myrtle Beach, SC
    North Myrtle Beach, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-11
S63 Uniform Securities Agent State Law Examination 2015-10-01
  • S65 Uniform Investment Adviser Law Examination
    2016-02-11
  • S63 Uniform Securities Agent State Law Examination
    2015-10-01
Other Names
  • Heather Ann Morgan
  • Heather A Edwards

View on SEC IAPD

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