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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2016-09-19
  • VA RA
    APPROVED
    Since 2016-09-19

Branch Locations

8200 Greensboro Dr Fl 10, Mclean, VA 22102 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 06/2015 Present
Suntrust Bank Alexandria VT 06/2015 Present
Suntrust Advisory Services Atlanta GA 08/2016 Present
  • 06/2015 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 06/2015 → Present
    Suntrust Bank
    Alexandria, VT
  • 08/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-11-08
S63 Uniform Securities Agent State Law Examination 2005-10-04
  • S65 Uniform Investment Adviser Law Examination
    2005-11-08
  • S63 Uniform Securities Agent State Law Examination
    2005-10-04

View on SEC IAPD

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