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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-19 |
Branch Locations
1400 Post Oak Blvd Ste 650, Houston, TX 77056 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Houston | TX | 04/2016 | 11/2016 |
| Wells Fargo Bank | Houston | TX | 04/2016 | 12/2018 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 03/2019 | 05/2022 |
| Bank Of America, N.A. | Houston | TX | 03/2019 | 05/2022 |
| Truist Investment Services Inc | Houston | TX | 05/2022 | Present |
| Truist Advisory Services, Inc | Houston | TX | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-19 |
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