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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-10-05
  • NC RA
    APPROVED
    Since 2021-10-05

Branch Locations

110 S Stratford Rd Fl 5, Winston-Salem, NC 27104 • 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
Franklin Street Advisors, Inc. Chapel Hill NC 09/2017 12/2019
Satchel Health Nashville TN 01/2015 04/2017
None Nashville TN 05/2017 08/2017
Franklin Street Advisors, Inc. Chapel Hill NC 06/2020 09/2021
Franklin Street Advisors, Inc. Chapel Hill NC 12/2019 06/2020
Truist Investment Services, Inc Atlanta GA 10/2021 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-01-10
S65 Uniform Investment Adviser Law Examination 2020-01-21
  • S63 Uniform Securities Agent State Law Examination
    2022-01-10
  • S65 Uniform Investment Adviser Law Examination
    2020-01-21
Designations

View on SEC IAPD

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