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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 2022-12-06
  • FL RA
    APPROVED
    Since 2022-12-06

Branch Locations

9600 Collins Ave, Bal Harbour, FL 33154 • 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
Safra National Bank Of New York Aventura FL 10/2014 10/2022
Safra Securities Llc Aventura FL 07/2015 10/2022
Truist Investment Services, Inc Coral Gables FL 10/2022 Present
Truist Advisory Services, Inc. Coralgables FL 11/2022 Present
  • 10/2014 → 10/2022
    Safra National Bank Of New York
    Aventura, FL
  • 07/2015 → 10/2022
    Safra Securities Llc
    Aventura, FL
  • 10/2022 → Present
    Truist Investment Services, Inc
    Coral Gables, FL
  • 11/2022 → Present
    Coralgables, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-23
  • S66 Uniform Combined State Law Examination
    2022-11-23

View on SEC IAPD

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