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Kiel Bryce Upton

Truist Advisory Services, Inc.

Atlanta, GA

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-04-03
  • GA RA
    APPROVED
    Since 2025-04-03

Branch Locations

303 Peachtree Street Ne Fl 31, Atlanta, GA 30308 • 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
Edward Jones St Louis MO 10/2015 12/2017
Bok Financial Tulsa OK 01/2018 11/2024
Truist Investment Services, Inc. Atlanta GA 12/2024 Present
Truist Advisory Services, Inc. Atlanta GA 04/2025 Present
  • 10/2015 → 12/2017
    Edward Jones
    St Louis, MO
  • 01/2018 → 11/2024
    Bok Financial
    Tulsa, OK
  • 12/2024 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 04/2025 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2016-02-19 → 2018-01-04
    Edward Jones
    Broken Arrow, OK
    St Louis, MO
    Broken Arrow, OK
    Tulsa, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-28
  • S66 Uniform Combined State Law Examination
    2025-03-28
Other Names
  • Kiel B. Upton
  • Kiel Upton

View on SEC IAPD

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Other Offices

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BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
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