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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 2025-01-16
  • FL RA
    APPROVED
    Since 2025-01-16

Branch Locations

401 E. Jackson Street 20Th Floor, Tampa, FL 33602 • 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 Tampa FL 01/2020 04/2022
Seminole Hard Rock Tampa FL 07/2019 06/2020
Integrity Express Logistics Tampa FL 04/2019 06/2020
Robert Half Tampa FL 07/2018 03/2019
717 South Tampa FL 05/2017 06/2019
Pacific Sunwear Tampa FL 10/2015 10/2016
The University Of Tampa Tampa FL 08/2014 05/2018
Sanford C. Bernstein & Co., Llc Tampa FL 05/2022 10/2024
Truist Investment Services, Inc Tampa FL 10/2024 Present
Truist Advisory Services, Inc Tampa FL 01/2025 Present
  • 01/2020 → 04/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Tampa, FL
  • 07/2019 → 06/2020
    Seminole Hard Rock
    Tampa, FL
  • 04/2019 → 06/2020
    Integrity Express Logistics
    Tampa, FL
  • 07/2018 → 03/2019
    Robert Half
    Tampa, FL
  • 05/2017 → 06/2019
    717 South
    Tampa, FL
  • 10/2015 → 10/2016
    Pacific Sunwear
    Tampa, FL
  • 08/2014 → 05/2018
    The University Of Tampa
    Tampa, FL
  • 05/2022 → 10/2024
    Sanford C. Bernstein & Co., Llc
    Tampa, FL
  • 10/2024 → Present
    Truist Investment Services, Inc
    Tampa, FL
  • 01/2025 → Present
    Tampa, FL
Other Businesses

LIONS WORLD VISION INSTITUTE FOUNDATION POSITION: Board Member NATURE: Lions World Vision Institute is a global nonprofit dedicated to honoring vision as a basic human right. Their work reaches around the globe and includes transplant services, innovative research and technologies, vision services, and education in local and international communities. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2024 ADDRESS: Tampa FL, United States DESCRIPTION: I am a board member for the LWVI Foundation, which was created as a separate 501c3 to be the charitable arm of LWVI. My duties include attending board meetings and being an advocate for LWVI in the community. Board members are also encouraged to sponsor one of their annual fundraising events and to generate interest/gain attendees for these events.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-16
S63 Uniform Securities Agent State Law Examination 2023-05-15
  • S65 Uniform Investment Adviser Law Examination
    2024-12-16
  • S63 Uniform Securities Agent State Law Examination
    2023-05-15
Other Names
  • Dara Hoffman
  • Dara Emily Hoffman

View on SEC IAPD

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