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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Houston | TX | 09/2018 | 06/2024 |
| Jpmorgan Chase Bank | Houston | TX | 06/2018 | 08/2018 |
| Self Employed-Ignacio Cirnigliaro | Houston | TX | 04/2018 | 06/2018 |
| Unemployed | Houston | TX | 12/2017 | 04/2018 |
| Verisk Analytics | Houston | TX | 05/2017 | 12/2017 |
| Starr Companies | Houston | TX | 02/2013 | 05/2017 |
| Jpmorgan Securities Llc | Houston | TX | 09/2018 | 06/2024 |
| Truist Investment Services, Inc | Houston | TX | 07/2024 | Present |
| Truist Advisory Services, Inc | Houston | TX | 07/2024 | Present |
IGNACIO CIRNIGLIARO AND DIANA MENDEZ POSITION: Owner NATURE: Real estate rental INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2024 ADDRESS: Houston TX, United States DESCRIPTION: Collect rent and pay expenses associated with rental property ownership.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-07 |
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