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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2020-12-11
  • SC RA
    APPROVED
    Since 2020-12-11

Branch Locations

2 W Washington St Fl 8, Greenville, SC 29601 • 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
Bb&T Mt. Pleasant SC 01/1999 01/2019
Bb&T Investments Charlotte NC 12/2005 02/2021
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Bb&T Atlanta GA 01/2019 02/2021
Suntrust Investment Services, Inc. Atlanta GA 12/2019 02/2021
Suntrust Bank Atlanta GA 12/2019 02/2021
Truist Investment Services, Inc. Greenville SC 02/2021 10/2024
Truist Investment Services, Inc. Greenville SC 10/2024 Present
  • 01/1999 → 01/2019
    Bb&T
    Mt. Pleasant, SC
  • 12/2005 → 02/2021
    Bb&T Investments
    Charlotte, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → 02/2021
    Bb&T
    Atlanta, GA
  • 12/2019 → 02/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 12/2019 → 02/2021
    Suntrust Bank
    Atlanta, GA
  • 02/2021 → 10/2024
    Truist Investment Services, Inc.
    Greenville, SC
  • 10/2024 → Present
    Truist Investment Services, Inc.
    Greenville, SC
Previous Registrations
  • 2018-01-02 → 2021-03-02
    Bb&T Securities, Llc
    Atlanta, GA
    Charlotte, NC
    Greenville, SC
    Richmond, VA
  • 2005-12-07 → 2018-01-02
    Bb&T Investment Services, Inc.
    Fort Lauderdale, FL
    Charlotte, NC
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Charlotte, NC
    Charlotte, NC
  • 2005-05-02 → 2005-12-07
    Bb&T Asset Management, Inc.
    Mount Pleasant, SC
Other Businesses

BOY SCOUTS OF AMERICA POSITION: Assistant Scout Master NATURE: Youth Leadership and character development INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2018 ADDRESS: 1800 Circle 75 Parkway SE, Atlanta GA 30339

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-03-20
S65 Uniform Investment Adviser Law Examination 2005-04-04
  • S63 Uniform Securities Agent State Law Examination
    2006-03-20
  • S65 Uniform Investment Adviser Law Examination
    2005-04-04

View on SEC IAPD

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