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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-15
  • FL RA
    APPROVED
    Since 2025-01-15

Branch Locations

400 S Park Ave Ste 200, Winter Park, FL 32789 • 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 Orlando FL 09/2024 Present
Truist Bank Orlando FL 06/2017 09/2024
Truist Bank (Formerly Suntrust Bank) Orlando FL 06/2016 06/2017
Unemployed - Waiting For Truist Development Program To Start Orlando FL 12/2015 06/2016
Truist Advisory Services, Inc. Orlando FL 01/2025 Present
  • 09/2024 → Present
    Truist Investment Services, Inc
    Orlando, FL
  • 06/2017 → 09/2024
    Truist Bank
    Orlando, FL
  • 06/2016 → 06/2017
    Truist Bank (Formerly Suntrust Bank)
    Orlando, FL
  • 12/2015 → 06/2016
    Unemployed - Waiting For Truist Development Program To Start
    Orlando, FL
  • 01/2025 → Present
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-08
  • S66 Uniform Combined State Law Examination
    2025-01-08

View on SEC IAPD

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