Best Investors Account Sign in

Brandon Joseph Devries

Truist Advisory Services, Inc.

Penscola, FL

CRD 7444782

Claim This Profile
Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-09
FL RA APPROVED 2022-02-23
  • TX RA
    APPROVED_RES
    Since 2026-02-09
  • FL RA
    APPROVED
    Since 2022-02-23

Branch Locations

220 W Garden St Ste 800, Penscola, FL 32502 • 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. Atlanta GA 09/2021 Present
University Of West Florida Pensacola FL 08/2018 05/2021
East Hill Christian School Pensacola FL 08/2005 06/2018
Unemployed Pensacola FL 06/2018 07/2018
Unemployed Pensacola FL 06/2021 08/2021
Truist Advisory Services, Inc. Pensacola FL 01/2022 Present
  • 09/2021 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 08/2018 → 05/2021
    University Of West Florida
    Pensacola, FL
  • 08/2005 → 06/2018
    East Hill Christian School
    Pensacola, FL
  • 06/2018 → 07/2018
    Unemployed
    Pensacola, FL
  • 06/2021 → 08/2021
    Unemployed
    Pensacola, FL
  • 01/2022 → Present
    Pensacola, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-26
  • S66 Uniform Combined State Law Examination
    2022-01-26

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Penscola, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor