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Jason Sulvinski

Truist Advisory Services, Inc.

Fort Myers, FL

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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 2022-02-21
  • FL RA
    APPROVED
    Since 2022-02-21

Branch Locations

12751 New Brittany Blvd Fl 2, Fort Myers, FL 33907 • 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
Capital Bank Key West FL 08/2015 11/2016
Suntrust/Truist Venice FL 11/2016 08/2021
Truist Investment Services, Inc. Venice FL 08/2021 02/2024
Truist Advisory Services, Inc. Venice FL 01/2022 02/2024
Truist Investment Services, Inc. Venice FL 02/2024 Present
Truist Advisory Services, Inc. Venice FL 02/2024 Present
  • 08/2015 → 11/2016
    Capital Bank
    Key West, FL
  • 11/2016 → 08/2021
    Suntrust/Truist
    Venice, FL
  • 08/2021 → 02/2024
    Truist Investment Services, Inc.
    Venice, FL
  • 01/2022 → 02/2024
    Truist Advisory Services, Inc.
    Venice, FL
  • 02/2024 → Present
    Truist Investment Services, Inc.
    Venice, FL
  • 02/2024 → Present
    Truist Advisory Services, Inc.
    Venice, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-21
  • S66 Uniform Combined State Law Examination
    2022-01-21

View on SEC IAPD

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SANCTUARY ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich
WILLIAM CARR WHITE
JACQUELINE ANNETTE WEBSTER
SCOTT MICHAEL KLEIN
JEFFREY STUART MALAVSKY
WILLIAM HERBERT WHITE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL
UBS FINANCIAL SERVICES INC. · FORT MYERS, FL
LPL FINANCIAL LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
SANCTUARY ADVISORS, LLC · FORT MYERS, FL
TRUIST ADVISORY SERVICES, INC. · FORT MYERS, FL

More in Fort Myers, FL

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