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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 2025-05-16
  • GA RA
    APPROVED
    Since 2025-05-16

Branch Locations

303 Peachtree St, Ne Fl 2, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 07/2022 03/2025
T-Mobile Athens GA 03/2021 06/2022
Kroger Atlanta GA 08/2015 07/2023
The University Of Georgia Athens GA 08/2018 05/2022
Best Buy Athens GA 10/2020 01/2021
Bank Of America Athens GA 06/2021 08/2021
Amazon Atlanta GA 07/2020 08/2020
Bank Of America, N.A. Atlanta GA 09/2022 03/2025
Truist Investment Services, Inc Atlanta GA 05/2025 Present
  • 07/2022 → 03/2025
    Atlanta, GA
  • 03/2021 → 06/2022
    T-Mobile
    Athens, GA
  • 08/2015 → 07/2023
    Kroger
    Atlanta, GA
  • 08/2018 → 05/2022
    The University Of Georgia
    Athens, GA
  • 10/2020 → 01/2021
    Best Buy
    Athens, GA
  • 06/2021 → 08/2021
    Bank Of America
    Athens, GA
  • 07/2020 → 08/2020
    Amazon
    Atlanta, GA
  • 09/2022 → 03/2025
    Bank Of America, N.A.
    Atlanta, GA
  • 05/2025 → Present
    Truist Investment Services, Inc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-16
  • S66 Uniform Combined State Law Examination
    2022-11-16

View on SEC IAPD

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