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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 2026-07-14
  • FL RA
    APPROVED
    Since 2026-07-14

Branch Locations

515 E Las Olas Blvd Fl 7, Fort Lauderdale, FL 33301 • 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 Plantation FL 07/2015 07/2026
Wells Fargo Clearing Services, Llc Plantation FL 03/2019 07/2026
Truist Investment Services, Inc. Ft Lauderdale FL 07/2026 Present
Truist Advisory Services, Inc. Ft. Lauderdale FL 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-12
S63 Uniform Securities Agent State Law Examination 2019-07-09
  • S66 Uniform Combined State Law Examination
    2021-07-12
  • S63 Uniform Securities Agent State Law Examination
    2019-07-09
Other Names
  • Daniel Featherston

View on SEC IAPD

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