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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 2019-08-21
  • FL RA
    APPROVED
    Since 2019-08-21

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
Suntrust Advisory Services,Inc. Fort Lauderdale FL 08/2019 Present
Wells Fargo Bank Ft. Lauderdale FL 04/2016 04/2019
Suntrust Bank Ft. Lauderdale FL 04/2019 Present
  • 08/2019 → Present
    Suntrust Advisory Services,Inc.
    Fort Lauderdale, FL
  • 04/2016 → 04/2019
    Wells Fargo Bank
    Ft. Lauderdale, FL
  • 04/2019 → Present
    Suntrust Bank
    Ft. Lauderdale, FL
Other Businesses

TOWNHOUSE RENTAL POSITION: owner NATURE: Rental of a 2bd/ 2ba townhome owned by my wife and I. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: , Hollywood FL , United States DESCRIPTION: Annual lease of the townhouse FLORIDA WEALTH MANAGEMENT AND TRUST SCHOOL POSITION: instructor NATURE: Provide trust and wealth management education to attendees of the Florida Trust School. This is an one week program held every July. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/13/2015 ADDRESS: , tallahassee FL , United States DESCRIPTION: Teaching Class

Designations
Other Names
  • Perry D. Long

View on SEC IAPD

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