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Annie Megan Diekema

Truist Advisory Services, Inc.

Atlanta, GA

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-02
VA RA APPROVED 2023-01-26
  • GA RA
    APPROVED
    Since 2026-03-02
  • VA RA
    APPROVED
    Since 2023-01-26

Branch Locations

303 Peachtree Street Ne 15Th Floor, Atlanta, GA 30308 • 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
Full-Time Education Tallahassee FL 01/2010 05/2019
Full-Time Education Nashville TN 05/2019 08/2020
Tallahassee Neurology Specialists Tallahassee FL 06/2017 08/2018
Belmont University Office Of The Registrar Nashville TN 05/2019 08/2019
Ubs Nashville TN 02/2020 08/2020
Truist Advisory Services Richmond VA 09/2020 09/2025
Truist Investment Services, Inc Richmond VA 09/2025 Present
Truist Advisory Services. Inc Richmond VA 09/2025 Present
  • 01/2010 → 05/2019
    Full-Time Education
    Tallahassee, FL
  • 05/2019 → 08/2020
    Full-Time Education
    Nashville, TN
  • 06/2017 → 08/2018
    Tallahassee Neurology Specialists
    Tallahassee, FL
  • 05/2019 → 08/2019
    Belmont University Office Of The Registrar
    Nashville, TN
  • 02/2020 → 08/2020
    Ubs
    Nashville, TN
  • 09/2020 → 09/2025
    Truist Advisory Services
    Richmond, VA
  • 09/2025 → Present
    Truist Investment Services, Inc
    Richmond, VA
  • 09/2025 → Present
    Truist Advisory Services. Inc
    Richmond, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-02-23
S65 Uniform Investment Adviser Law Examination 2020-10-26
  • S63 Uniform Securities Agent State Law Examination
    2026-02-23
  • S65 Uniform Investment Adviser Law Examination
    2020-10-26
Other Names
  • Annie Megan Watts

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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