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Hannah Cheyenne Smith

Truist Advisory Services, Inc.

Charlotte, NC

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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 2021-11-18
  • NC RA
    APPROVED
    Since 2021-11-18

Branch Locations

214 N Tryon St Ste 3 & Fl 33, Charlotte, NC 28202 • 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
University Of South Carolina Columbia SC 08/2017 05/2020
Robinson & Stith Insurance New Bern NC 05/2020 08/2020
Beneficial Investments Columbia SC 08/2020 05/2021
Truist Invesment Services, Inc. Atlanta GA 07/2021 10/2022
New Bern High School New Bern NC 08/2013 06/2017
Truist Advisory Services, Inc. Atlanta GA 09/2021 09/2023
Truist Investment Services, Inc. Charlotte NC 10/2022 09/2023
Truist Investment Services, Inc Charlotte NC 09/2023 06/2026
Truist Advisory Services, Inc. Charlotte NC 09/2023 06/2026
Truist Investment Services, Inc Charlotte NC 06/2026 Present
Truist Advisory Services, Inc. Charlotte NC 06/2026 Present
  • 08/2017 → 05/2020
    University Of South Carolina
    Columbia, SC
  • 05/2020 → 08/2020
    Robinson & Stith Insurance
    New Bern, NC
  • 08/2020 → 05/2021
    Beneficial Investments
    Columbia, SC
  • 07/2021 → 10/2022
    Truist Invesment Services, Inc.
    Atlanta, GA
  • 08/2013 → 06/2017
    New Bern High School
    New Bern, NC
  • 09/2021 → 09/2023
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 10/2022 → 09/2023
    Truist Investment Services, Inc.
    Charlotte, NC
  • 09/2023 → 06/2026
    Truist Investment Services, Inc
    Charlotte, NC
  • 09/2023 → 06/2026
    Truist Advisory Services, Inc.
    Charlotte, NC
  • 06/2026 → Present
    Truist Investment Services, Inc
    Charlotte, NC
  • 06/2026 → Present
    Truist Advisory Services, Inc.
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-18
S63 Uniform Securities Agent State Law Examination 2021-10-08
  • S65 Uniform Investment Adviser Law Examination
    2021-11-18
  • S63 Uniform Securities Agent State Law Examination
    2021-10-08

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
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