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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-09-26
  • VA RA
    APPROVED
    Since 2025-09-26

Branch Locations

250 Neff Ave, Harrisonburg, VA 22801 • 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 Harrisonburg VA 04/2016 10/2023
Truist Investment Services,Inc Harrisonburg VA 10/2023 11/2025
Truist Advisory Services, Inc Harrisonburg VA 09/2025 11/2025
Truist Investmentservices, Inc Harrisonburg VA 11/2025 Present
Truist Advisory Services, Inc Harrisonburg VA 11/2025 Present
  • 04/2016 → 10/2023
    Truist Banker
    Harrisonburg, VA
  • 10/2023 → 11/2025
    Truist Investment Services,Inc
    Harrisonburg, VA
  • 09/2025 → 11/2025
    Harrisonburg, VA
  • 11/2025 → Present
    Truist Investmentservices, Inc
    Harrisonburg, VA
  • 11/2025 → Present
    Harrisonburg, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2025-09-12

View on SEC IAPD

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