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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 2024-08-12
  • NC RA
    APPROVED
    Since 2024-08-12

Branch Locations

3318 W Friendly Ave Fl 3, Greensboro, NC 27410 • 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
Unemployed Thomasville NC 01/2013 05/2017
Food Lion Jamestown NC 05/2017 05/2018
Unemployed Thomasville NC 05/2018 09/2020
Petsmart High Point NC 09/2020 01/2023
Fidelity Investments Durham NC 01/2023 08/2024
Truist Investment Services, Inc. Greensboro NC 08/2024 Present
Truist Advisory Services, Inc. Greensboro NC 08/2024 Present
  • 01/2013 → 05/2017
    Unemployed
    Thomasville, NC
  • 05/2017 → 05/2018
    Food Lion
    Jamestown, NC
  • 05/2018 → 09/2020
    Unemployed
    Thomasville, NC
  • 09/2020 → 01/2023
    Petsmart
    High Point, NC
  • 01/2023 → 08/2024
    Fidelity Investments
    Durham, NC
  • 08/2024 → Present
    Truist Investment Services, Inc.
    Greensboro, NC
  • 08/2024 → Present
    Greensboro, NC
Previous Registrations
  • 2023-06-28 → 2024-08-12
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-07
  • S66 Uniform Combined State Law Examination
    2023-06-07
Designations

View on SEC IAPD

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