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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 2024-10-21
  • GA RA
    APPROVED
    Since 2024-10-21

Branch Locations

303 Peachtree Str Ne Fl 2, 3, 31 & 33, Atlanta, GA 30308 • 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
Truist Investment Services, Inc. Atlanta GA 08/2024 Present
Truist Bank Atlanta GA 11/1997 Present
Truist Advisory Services, Inc. Atlanta GA 09/2024 Present
  • 08/2024 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 11/1997 → Present
    Truist Bank
    Atlanta, GA
  • 09/2024 → Present
    Atlanta, GA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-02-28
  • S63 Uniform Securities Agent State Law Examination
    2025-02-28
Designations

View on SEC IAPD

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