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Juliet Lillie Capozzi

Truist Advisory Services, Inc.

Nashville, TN

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-07-09
  • TN RA
    APPROVED
    Since 2024-07-09

Branch Locations

3322 West End Avenue Suite 620, Nashville, TN 37203 • 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
Rbc Capital Markets, Llc Las Vegas NV 12/2020 05/2024
Wells Fargo Las Vegas NV 05/2016 08/2018
Wells Fargo Las Vegas NV 08/2018 12/2020
Truist Investment Services, Inc. (Org Id: 17499) Nashville TN 07/2024 Present
Truist Advisory Services, Inc. Nashville TN 07/2024 Present
  • 12/2020 → 05/2024
    Rbc Capital Markets, Llc
    Las Vegas, NV
  • 05/2016 → 08/2018
    Wells Fargo
    Las Vegas, NV
  • 08/2018 → 12/2020
    Wells Fargo
    Las Vegas, NV
  • 07/2024 → Present
    Truist Investment Services, Inc. (Org Id: 17499)
    Nashville, TN
  • 07/2024 → Present
    Truist Advisory Services, Inc.
    Nashville, TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-28
  • S66 Uniform Combined State Law Examination
    2022-03-28
Other Names
  • Juliet L. Capozzi
  • Juliet Ball
  • Juliet Capozzi

View on SEC IAPD

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CRYSTAL LYNN BEASTROM
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JACKSON REESE MORAN
Hugh G Anderson

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
WELLS FARGO CLEARING SERVICES, LLC · NASHVILLE, TN
OSAIC WEALTH, INC. · NASHVILLE, TN
OCEAN PARK ASSET MANAGEMENT, LLC · Nashville, TN
U.S. BANCORP ADVISORS, LLC · Nashville, TN

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