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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-07-09
  • GA RA
    APPROVED
    Since 2025-07-09

Branch Locations

303 Peachtree St, Ne Fl 2, Atlanta, GA 30308 • 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta GA 11/2019 12/2023
Legendary Events Atlanta GA 11/2016 11/2019
Sterling Hospitality Dunwoody GA 06/2011 11/2016
Senior Market Sales Omaha NE 02/2024 06/2025
Sequent Planning, Llc Kennesaw GA 07/2024 06/2025
Truist Investment Services, Inc Atlanta GA 07/2025 Present
Truist Advcisory Services, Inc Atlanta GA 07/2025 Present
  • 11/2019 → 12/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Atlanta, GA
  • 11/2016 → 11/2019
    Legendary Events
    Atlanta, GA
  • 06/2011 → 11/2016
    Sterling Hospitality
    Dunwoody, GA
  • 02/2024 → 06/2025
    Senior Market Sales
    Omaha, NE
  • 07/2024 → 06/2025
    Kennesaw, GA
  • 07/2025 → Present
    Truist Investment Services, Inc
    Atlanta, GA
  • 07/2025 → Present
    Truist Advcisory Services, Inc
    Atlanta, GA
Previous Registrations
Other Businesses

INFINITY M CONSULTING LLC POSITION: Owner NATURE: LLC is established to purchasing real estate to sell or rent. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2025 ADDRESS: Kennesaw GA, United States DESCRIPTION: Established for the purpose of purchasing real estate to sell or rent. have yet to purchase a property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-16
  • S66 Uniform Combined State Law Examination
    2024-05-16
Other Names
  • Lorena Kanani

View on SEC IAPD

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