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Julio Ramon Betancourt

Truist Advisory Services, Inc.

Doral, FL

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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 2020-03-16
  • FL RA
    APPROVED
    Since 2020-03-16

Branch Locations

8699 Nw 36Th St, Doral, FL 33166 • 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 Investment Services Inc Atlanta GA 06/2019 Present
Suntrust Bank Miami FL 06/2019 Present
Suntrust Bank Miami FL 07/2018 06/2019
Suntrust Bank Miami FL 08/2017 07/2018
Suntrust Bank Miami FL 09/2015 08/2017
Suntrust Advisory Services, Inc. Atlanta GA 01/2020 Present
  • 06/2019 → Present
    Suntrust Investment Services Inc
    Atlanta, GA
  • 06/2019 → Present
    Suntrust Bank
    Miami, FL
  • 07/2018 → 06/2019
    Suntrust Bank
    Miami, FL
  • 08/2017 → 07/2018
    Suntrust Bank
    Miami, FL
  • 09/2015 → 08/2017
    Suntrust Bank
    Miami, FL
  • 01/2020 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-09
S63 Uniform Securities Agent State Law Examination 2019-09-16
  • S65 Uniform Investment Adviser Law Examination
    2020-03-09
  • S63 Uniform Securities Agent State Law Examination
    2019-09-16
Other Names
  • Julio Bentancourt
  • Julio Ramon Bentancourt

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.
PFS INVESTMENTS INC.
FUNDVIEWS CAPITAL, LLC
OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FORGELIGHT LLC
MENDOZA PRIVATE WEALTH
MML INVESTORS SERVICES, LLC

Other Investors

JORGE LEONEL BALLADARES
MARIA ANGELICA OLAVARRIA ALBAN
ALTAGRACIA J. PASTOR
YANIN SALGADO
JOSE MAURICIO LOPERA-GUEVARA
JORGE MENENDEZ
PAUL PEREZ
MICHAEL MONTES DE OCA

Other Offices

TRUIST ADVISORY SERVICES, INC. · DORAL, FL
CITIGROUP GLOBAL MARKETS INC. · MIAMI, FL
PFS INVESTMENTS INC. · MIAMI, FL
FUNDVIEWS CAPITAL, LLC · DORAL, FL
OSAIC INSTITUTIONS, INC. · MIAMI, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MIAMI, FL
FORGELIGHT LLC · MIAMI, FL
MENDOZA PRIVATE WEALTH · MIAMI, FL

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