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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-20 |
Branch Locations
1 Town Center Rd Ste 200, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-05 |
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