Best Investors Account Sign in

Casey Brock

Truist Advisory Services, Inc.

Cape Corel, FL

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-18
  • FL RA
    APPROVED
    Since 2025-09-18

Branch Locations

1533 Cape Coral Parkway W, Cape Corel, FL 33914 • 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 Banker Cape Coral FL 06/2013 05/2025
Truist Advisory Services, Inc Cape Code FL 07/2025 Present
Truist Investment Services, Inc Cape Code FL 05/2025 Present
  • 06/2013 → 05/2025
    Truist Banker
    Cape Coral, FL
  • 07/2025 → Present
    Truist Advisory Services, Inc
    Cape Code, FL
  • 05/2025 → Present
    Truist Investment Services, Inc
    Cape Code, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-17
  • S66 Uniform Combined State Law Examination
    2025-07-17

View on SEC IAPD

More in Cape Corel, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor