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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-10-15
  • MD RA
    APPROVED
    Since 2021-10-15

Branch Locations

10500 Little Patuxent Pkwy Fl 450, Columbia, MD 21044 • 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 12/2019 06/2021
Td Bank Laurel MD 07/2018 11/2019
Suntrust Bank Columbia MD 02/2018 07/2018
Student Full Time Jessup MD 09/2009 02/2018
Deloitte Tax, Llp Baltimore MD 08/2021 09/2021
Truist Investment Services, Inc. Columbia MD 09/2021 09/2023
Truist Advisory Services, Inc. Columbia MD 09/2021 09/2023
Truist Investment Services, Inc Columbia MD 09/2023 08/2024
Truist Advisory Services, Inc Columbia MD 09/2023 08/2024
Truist Investment Services, Inc. Columbia MD 08/2024 Present
Truist Advisory Services, Inc. Columbia MD 08/2024 Present
  • 12/2019 → 06/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 07/2018 → 11/2019
    Td Bank
    Laurel, MD
  • 02/2018 → 07/2018
    Suntrust Bank
    Columbia, MD
  • 09/2009 → 02/2018
    Student Full Time
    Jessup, MD
  • 08/2021 → 09/2021
    Deloitte Tax, Llp
    Baltimore, MD
  • 09/2021 → 09/2023
    Truist Investment Services, Inc.
    Columbia, MD
  • 09/2021 → 09/2023
    Columbia, MD
  • 09/2023 → 08/2024
    Truist Investment Services, Inc
    Columbia, MD
  • 09/2023 → 08/2024
    Columbia, MD
  • 08/2024 → Present
    Truist Investment Services, Inc.
    Columbia, MD
  • 08/2024 → Present
    Columbia, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-23
  • S66 Uniform Combined State Law Examination
    2020-06-23
Other Names
  • Leo Toledo

View on SEC IAPD

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