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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-12-04
RI RA APPROVED 2024-12-03
TX RA APPROVED_RES 2024-12-02
FL RA APPROVED 2023-09-08
  • LA RA
    APPROVED
    Since 2024-12-04
  • RI RA
    APPROVED
    Since 2024-12-03
  • TX RA
    APPROVED_RES
    Since 2024-12-02
  • FL RA
    APPROVED
    Since 2023-09-08

Branch Locations

4414 Sw College Rd Ste 1310, Ocala, FL 34474 • 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
Wells Fargo Bank, Na Ocala FL 10/2016 08/2023
Wells Fargo Clearing Services, Llc Ocala FL 03/2022 08/2023
Coldstone Creamery Ocala FL 10/2014 12/2016
Truist Investment Services, Inc. Ocala FL 08/2023 12/2024
Truist Advisory Services, Inc. Ocala FL 08/2023 Present
Truist Investment Services, Inc. Ocala FL 12/2024 Present
  • 10/2016 → 08/2023
    Wells Fargo Bank, Na
    Ocala, FL
  • 03/2022 → 08/2023
    Ocala, FL
  • 10/2014 → 12/2016
    Coldstone Creamery
    Ocala, FL
  • 08/2023 → 12/2024
    Truist Investment Services, Inc.
    Ocala, FL
  • 08/2023 → Present
    Ocala, FL
  • 12/2024 → Present
    Truist Investment Services, Inc.
    Ocala, FL
Previous Registrations
Other Businesses

TYLER CHAPPELL & AMBER CHAPPELL POSITION: Owner NATURE: Rental Property on SE 6th PL, Ocala, FL INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2026 ADDRESS: Ocala FL, United States DESCRIPTION: Landlord/property owner.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-12
S63 Uniform Securities Agent State Law Examination 2019-04-15
  • S66 Uniform Combined State Law Examination
    2022-07-12
  • S63 Uniform Securities Agent State Law Examination
    2019-04-15
Other Names
  • Tyler Chappell

View on SEC IAPD

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