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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-10-07
  • PA RA
    APPROVED
    Since 2021-10-07

Branch Locations

150 South Warner Road, King Of Prussia, PA 19406 • 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
Mycio Wealth Partners, Llc Philadelphia PA 10/2015 09/2021
Truist Advisory Services, Inc. King Of Prussia PA 09/2021 Present
Previous Registrations
Other Businesses

RENTAL PROPERTY POSITION: Capital Partner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2025 ADDRESS: Lafeyette Hill PA, United States DESCRIPTION: Landlord

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-13
  • S65 Uniform Investment Adviser Law Examination
    2016-10-13

View on SEC IAPD

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