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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2024-05-03 |
| LA | RA | APPROVED | 2023-07-05 |
| TX | RA | APPROVED_RES | 2023-04-03 |
| GA | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 01/2010 | 10/2017 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 10/2017 |
| Bb&T Securities | Savannah | GA | 10/2017 | Present |
| Truist Investment Services, Inc. | Savannah | GA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
TIMBER FARM POSITION: Owner NATURE: I own property that produces pine trees. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2016 ADDRESS: Hwy 25, Millen GA 30028
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-21 |
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