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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-12-01
  • VA RA
    APPROVED
    Since 2021-12-01

Branch Locations

4020 University Drive, Fairfax, VA 22030 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fairfax VA 09/2019 10/2021
Bank Of America, N.A. Fairfax VA 09/2019 10/2021
Citibank, N.A. Vienna VA 09/2010 09/2019
Truist Investment Services, Inc. Fairfax VA 11/2021 Present
Truist Advisory Services, Inc. Fairfax VA 11/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-06
  • S66 Uniform Combined State Law Examination
    2020-01-06

View on SEC IAPD

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