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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 2016-09-09
  • FL RA
    APPROVED
    Since 2016-09-09

Branch Locations

1200 Riverplace Blvd Fl 5, Jacksonville, FL 32207 • 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
Suntrust Bank Jacksonville FL 11/2015 02/2021
Suntrust Investment Services, Inc. Atlanta GA 11/2015 02/2021
Suntrust Advisory Services Atlanta GA 09/2016 02/2021
Truist Investment Services, Inc. Jacksonville FL 02/2021 Present
Truist Advisory Services, Inc. Jacksonville FL 02/2021 Present
  • 11/2015 → 02/2021
    Suntrust Bank
    Jacksonville, FL
  • 11/2015 → 02/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → 02/2021
    Suntrust Advisory Services
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Jacksonville, FL
  • 02/2021 → Present
    Jacksonville, FL
Other Businesses

ESTATE PLANNING COUNCIL OF NE FL POSITION: Treasurer NATURE: Member Organization that provides educational development and networking with peers in the industry with Advisors, Attorneys, CPAs, Insurance Specialists, Trust Officers and Portfolio Managers INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/30/2022 ADDRESS: Jacksonville FL, United States DESCRIPTION: Manage the books of the organization including check writing to vendors. WOLFSON'S CHILDREN'S WOMEN'S BOARD POSITION: Board Member NATURE: Women's Board benefitting Wolfson's Children's Hospital in the Jacksonville Community. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 08/01/2025 ADDRESS: Jacksonville FL, United States DESCRIPTION: Volunteer and dues annually benefitting the children's hospital. THE RONALD MCDONALD HOUSE POSITION: Board Member NATURE: Provides housing and resources to families who have children receiving medical treatment at the local hospitals. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2025 ADDRESS: Jacksonville FL, United States DESCRIPTION: Support the organizations efforts with visibility and being a good steward.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-05
  • S66 Uniform Combined State Law Examination
    2006-04-05
Designations

View on SEC IAPD

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