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Shelby H Peltier

Truist Advisory Services, Inc.

Fort Myers, 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 2024-11-14
  • FL RA
    APPROVED
    Since 2024-11-14

Branch Locations

8930 Colonial Center Dr, Fort Myers, FL 33905 • 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
Citizens Bank Essex Junction VT 05/2014 01/2018
Citizens Securities, Inc Essex Junction VT 07/2015 01/2018
Truist Investment Services, Inc Fort Myers FL 06/2018 12/2024
Unemployed Fort Myers FL 01/2018 06/2018
Truist Investment Services, Inc Fort Myers FL 12/2024 Present
  • 05/2014 → 01/2018
    Citizens Bank
    Essex Junction, VT
  • 07/2015 → 01/2018
    Citizens Securities, Inc
    Essex Junction, VT
  • 06/2018 → 12/2024
    Truist Investment Services, Inc
    Fort Myers, FL
  • 01/2018 → 06/2018
    Unemployed
    Fort Myers, FL
  • 12/2024 → Present
    Truist Investment Services, Inc
    Fort Myers, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-29
S63 Uniform Securities Agent State Law Examination 2015-10-15
  • S66 Uniform Combined State Law Examination
    2024-10-29
  • S63 Uniform Securities Agent State Law Examination
    2015-10-15

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
UBS FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

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