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Joshua Howard

Truist Advisory Services, Inc.

Charlotte, NC

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-21
  • NC RA
    APPROVED
    Since 2025-10-21

Branch Locations

214 North Tryon Street Fl 33, Charlotte, NC 28202 • 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
Truist Investment Services, Inc Charlotte NC 11/2024 Present
Neiman Marcus Group Charlotte NC 06/2024 10/2024
Burberry Charlotte NC 05/2023 06/2024
Bank Of America Charlotte NC 05/2020 05/2024
Brown University Providence RI 09/2016 05/2020
Dmsi Ross Warehouse Fort Mill SC 06/2017 08/2017
High Seas Miniature Golf Indian Land SC 06/2018 09/2018
Truist Advisory Services, Inc Charlotte NC 10/2025 Present
  • 11/2024 → Present
    Truist Investment Services, Inc
    Charlotte, NC
  • 06/2024 → 10/2024
    Neiman Marcus Group
    Charlotte, NC
  • 05/2023 → 06/2024
    Burberry
    Charlotte, NC
  • 05/2020 → 05/2024
    Bank Of America
    Charlotte, NC
  • 09/2016 → 05/2020
    Brown University
    Providence, RI
  • 06/2017 → 08/2017
    Dmsi Ross Warehouse
    Fort Mill, SC
  • 06/2018 → 09/2018
    High Seas Miniature Golf
    Indian Land, SC
  • 10/2025 → Present
    Truist Advisory Services, Inc
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-20
  • S66 Uniform Combined State Law Examination
    2025-10-20

View on SEC IAPD

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Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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