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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-10-03
  • FL RA
    APPROVED
    Since 2022-10-03

Branch Locations

7455 Chancellor Dr, Orlando, FL 32809 • 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
Securian Financial Services Saint Paul MN 08/2021 07/2022
Minnesota Life Insurance Company Saint Paul MN 08/2021 07/2022
Evershore Financial Maitland FL 08/2021 07/2022
City Of Winter Springs Winter Springs FL 10/1996 07/2021
Unemployed Winter Springs FL 07/2021 11/2021
Truist Investment Services Inc. Orlando FL 09/2022 Present
Truist Advisory Services Inc. Orlando FL 09/2022 Present
  • 08/2021 → 07/2022
    Securian Financial Services
    Saint Paul, MN
  • 08/2021 → 07/2022
    Minnesota Life Insurance Company
    Saint Paul, MN
  • 08/2021 → 07/2022
    Evershore Financial
    Maitland, FL
  • 10/1996 → 07/2021
    City Of Winter Springs
    Winter Springs, FL
  • 07/2021 → 11/2021
    Unemployed
    Winter Springs, FL
  • 09/2022 → Present
    Truist Investment Services Inc.
    Orlando, FL
  • 09/2022 → Present
    Orlando, FL
Previous Registrations
  • 2021-12-03 → 2022-08-05
    Securian Financial Services, Inc.
    Maitland, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-09
  • S66 Uniform Combined State Law Examination
    2021-11-09
Other Names
  • Mike Barclay

View on SEC IAPD

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