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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2021-03-02
  • TN RA
    APPROVED
    Since 2021-03-02

Branch Locations

2305 Keith St Nw, Cleveland, TN 37311 • 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 Securities, Llc. Cleveland TN 11/2019 02/2021
Bb&T Cleveland TN 12/2016 11/2019
Atlantic Capital Bank Cleveland TN 10/2016 12/2016
Bb&T Cleveland TN 10/2014 09/2016
Truist Investment Services, Inc. Cleveland TN 02/2021 Present
Truist Advisory Services, Inc. Cleveland TN 03/2021 Present
  • 11/2019 → 02/2021
    Bb&T Securities, Llc.
    Cleveland, TN
  • 12/2016 → 11/2019
    Bb&T
    Cleveland, TN
  • 10/2016 → 12/2016
    Atlantic Capital Bank
    Cleveland, TN
  • 10/2014 → 09/2016
    Bb&T
    Cleveland, TN
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Cleveland, TN
  • 03/2021 → Present
    Cleveland, TN
Previous Registrations
  • 2020-02-18 → 2021-03-02
    Bb&T Securities, Llc
    Charlotte, NC
    Richmond, VA
    Cleveland, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-13
  • S66 Uniform Combined State Law Examination
    2020-02-13
Other Names
  • Stephanie Lura Scofield
  • Stephanie Malone

View on SEC IAPD

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