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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 2025-10-24
  • NC RA
    APPROVED
    Since 2025-10-24

Branch Locations

214 N Tryon St Fl 33, Charlotte, NC 28202 • 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. Cahrlotte NC 04/2025 Present
University Of Georgia Athens GA 08/2020 05/2024
Truist Bank Charlotte NC 07/2024 04/2025
Pure Barre Athens Athens GA 08/2023 06/2024
Gigi's Cupcakes Charlotte NC 05/2020 08/2020
Ivy And Leo Charlotte NC 05/2021 08/2021
Athleta Charlotte NC 05/2022 08/2022
Afco Premium Finance Charlotte NC 06/2023 08/2023
Unemployed Charlotte NC 01/2015 05/2020
Truist Advisory Services, Inc. Charlotte NC 10/2025 Present
  • 04/2025 → Present
    Truist Investment Services, Inc.
    Cahrlotte, NC
  • 08/2020 → 05/2024
    University Of Georgia
    Athens, GA
  • 07/2024 → 04/2025
    Truist Bank
    Charlotte, NC
  • 08/2023 → 06/2024
    Pure Barre Athens
    Athens, GA
  • 05/2020 → 08/2020
    Gigi's Cupcakes
    Charlotte, NC
  • 05/2021 → 08/2021
    Ivy And Leo
    Charlotte, NC
  • 05/2022 → 08/2022
    Athleta
    Charlotte, NC
  • 06/2023 → 08/2023
    Afco Premium Finance
    Charlotte, NC
  • 01/2015 → 05/2020
    Unemployed
    Charlotte, NC
  • 10/2025 → Present
    Charlotte, NC
Other Businesses

PURE BARRE CHARLOTTE POSITION: Front Desker NATURE: Exercise Studio. Provides different work out classes for clients. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2024 ADDRESS: Charlotte NC, United States DESCRIPTION: Check in clients at front desk, clean the studio, and send texts to first time clients inviting them to become members.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-22
  • S66 Uniform Combined State Law Examination
    2025-10-22

View on SEC IAPD

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