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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 2017-05-15
  • VA RA
    APPROVED
    Since 2017-05-15

Branch Locations

919 E Main St Fl 5, Richmond, VA 23219 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond VA 04/2016 05/2017
Bank Of America, N.A. Richmond VA 09/2016 05/2017
Suntrust Investment Services, Inc Atlanta GA 05/2017 10/2019
Suntrust Advisory Services, Inc Atlanta GA 05/2017 01/2026
Suntrust Investment Services, Inc Atlanta GA 10/2019 01/2026
Truist Investment Services, Inc. Richmond VA 01/2026 Present
Truist Advisory Services, Inc. Richmond VA 01/2026 Present
  • 04/2016 → 05/2017
    Richmond, VA
  • 09/2016 → 05/2017
    Bank Of America, N.A.
    Richmond, VA
  • 05/2017 → 10/2019
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 05/2017 → 01/2026
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 10/2019 → 01/2026
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 01/2026 → Present
    Truist Investment Services, Inc.
    Richmond, VA
  • 01/2026 → Present
    Richmond, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-19
  • S66 Uniform Combined State Law Examination
    2016-07-19

View on SEC IAPD

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