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Cheyenne Joan Knueppel

Truist Advisory Services, Inc.

Boca Raton, FL

CRD 7375699

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-20
  • FL RA
    APPROVED
    Since 2024-05-20

Branch Locations

1 Town Center Rd Ste 200, Boca Raton, FL 33486 • 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
Robinhood Financial, Llc Lake Mary FL 05/2021 07/2022
Bennett Road Nightclub Llc Orlando FL 10/2018 10/2020
Copper Closet Orlando FL 05/2019 09/2019
Elixir Orlando FL 08/2020 05/2021
Chillers/Cahoots/Latitudes Orlando FL 01/2018 01/2018
Landmark Properties Llc Orlando FL 04/2018 09/2018
Pick N' Save Shawano WI 03/2015 06/2017
American Income Life Orlando FL 10/2020 12/2020
Shawano Community High School Shawano WI 09/2013 05/2017
University Of Central Florida Orlando FL 06/2017 05/2021
Robinhood Markets, Inc Lake Mary FL 06/2022 07/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 08/2022 05/2023
Bank Of America N.A. Fort Lauderdale FL 10/2022 05/2023
Truist Investment Services, Inc Boca Raton FL 05/2024 Present
Truist Advisory Services, Inc Boca Raton FL 05/2024 Present
Insite Group Fort Lauderdale FL 05/2023 03/2024
Gilt Concert Venue Orlando FL 07/2018 07/2020
The Station Alafaya Oviedo FL 04/2018 07/2018
  • 05/2021 → 07/2022
    Robinhood Financial, Llc
    Lake Mary, FL
  • 10/2018 → 10/2020
    Bennett Road Nightclub Llc
    Orlando, FL
  • 05/2019 → 09/2019
    Copper Closet
    Orlando, FL
  • 08/2020 → 05/2021
    Elixir
    Orlando, FL
  • 01/2018 → 01/2018
    Chillers/Cahoots/Latitudes
    Orlando, FL
  • 04/2018 → 09/2018
    Landmark Properties Llc
    Orlando, FL
  • 03/2015 → 06/2017
    Pick N' Save
    Shawano, WI
  • 10/2020 → 12/2020
    American Income Life
    Orlando, FL
  • 09/2013 → 05/2017
    Shawano Community High School
    Shawano, WI
  • 06/2017 → 05/2021
    University Of Central Florida
    Orlando, FL
  • 06/2022 → 07/2022
    Robinhood Markets, Inc
    Lake Mary, FL
  • 08/2022 → 05/2023
    Fort Lauderdale, FL
  • 10/2022 → 05/2023
    Bank Of America N.A.
    Fort Lauderdale, FL
  • 05/2024 → Present
    Truist Investment Services, Inc
    Boca Raton, FL
  • 05/2024 → Present
    Boca Raton, FL
  • 05/2023 → 03/2024
    Insite Group
    Fort Lauderdale, FL
  • 07/2018 → 07/2020
    Gilt Concert Venue
    Orlando, FL
  • 04/2018 → 07/2018
    The Station Alafaya
    Oviedo, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-06
S63 Uniform Securities Agent State Law Examination 2021-10-05
  • S66 Uniform Combined State Law Examination
    2022-08-06
  • S63 Uniform Securities Agent State Law Examination
    2021-10-05
Other Names
  • Cheyenne J. Knueppel
  • Cheyenne J Knueppel

View on SEC IAPD

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