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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 2023-08-07
  • GA RA
    APPROVED
    Since 2023-08-07

Branch Locations

303 Peachtree St, Ne Fl 15, 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
Truist Investment Services, Inc Charlotte NC 07/2022 01/2024
Fulltime Student Athens GA 05/2022 07/2022
Starland Athens GA 02/2022 05/2022
Fulltime Student Athens GA 08/2021 02/2022
Truist Atlanta GA 06/2021 08/2021
Fulltime Student Athens GA 07/2020 06/2021
Ruffalo Noel Levitz Athens GA 04/2020 07/2020
Fulltime Student Athens GA 08/2018 04/2020
Subaru Of Gwinnett Duluth GA 05/2018 08/2018
Full Time Student Snellville NC 07/2012 05/2018
Truist Advisory Services, Inc. Charlotte NC 12/2022 01/2024
Truist Advisory Services, Inc. Atlanta GA 01/2024 Present
Truist Investment Services, Inc Atlanta GA 01/2024 Present
  • 07/2022 → 01/2024
    Truist Investment Services, Inc
    Charlotte, NC
  • 05/2022 → 07/2022
    Fulltime Student
    Athens, GA
  • 02/2022 → 05/2022
    Starland
    Athens, GA
  • 08/2021 → 02/2022
    Fulltime Student
    Athens, GA
  • 06/2021 → 08/2021
    Truist
    Atlanta, GA
  • 07/2020 → 06/2021
    Fulltime Student
    Athens, GA
  • 04/2020 → 07/2020
    Ruffalo Noel Levitz
    Athens, GA
  • 08/2018 → 04/2020
    Fulltime Student
    Athens, GA
  • 05/2018 → 08/2018
    Subaru Of Gwinnett
    Duluth, GA
  • 07/2012 → 05/2018
    Full Time Student
    Snellville, NC
  • 12/2022 → 01/2024
    Charlotte, NC
  • 01/2024 → Present
    Atlanta, GA
  • 01/2024 → Present
    Truist Investment Services, Inc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-21
S63 Uniform Securities Agent State Law Examination 2022-10-17
  • S65 Uniform Investment Adviser Law Examination
    2022-11-21
  • S63 Uniform Securities Agent State Law Examination
    2022-10-17

View on SEC IAPD

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