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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 2025-06-12
  • FL RA
    APPROVED
    Since 2025-06-12

Branch Locations

7455 Chancellor Dr Fl 1, Orlando, FL 32809 • 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 03/2025 Present
Regions Bank Orlando FL 09/2023 03/2025
Bank Of America Brockton MA 05/2022 08/2023
Coastal Heritage Bank Quincy MA 02/2020 11/2020
H&M Braintree MA 04/2019 02/2020
Dominos Brockton MA 05/2018 04/2019
Boston Green Acadmy Boston MA 09/2014 06/2018
Quincy College Quincy FL 09/2018 08/2020
Unemployed Brockton MA 11/2020 05/2022
  • 03/2025 → Present
    Truist Investment Services,Inc.
    Orlando, FL
  • 09/2023 → 03/2025
    Regions Bank
    Orlando, FL
  • 05/2022 → 08/2023
    Bank Of America
    Brockton, MA
  • 02/2020 → 11/2020
    Coastal Heritage Bank
    Quincy, MA
  • 04/2019 → 02/2020
    H&M
    Braintree, MA
  • 05/2018 → 04/2019
    Dominos
    Brockton, MA
  • 09/2014 → 06/2018
    Boston Green Acadmy
    Boston, MA
  • 09/2018 → 08/2020
    Quincy College
    Quincy, FL
  • 11/2020 → 05/2022
    Unemployed
    Brockton, MA
Other Businesses

Realty Relief Team. Real estate investing LLC. Currently do not hold any properties, opened in preparation for when I purchase rental property. I am sole owner of LLC. The address is my home address. opened June 2024. I am currently devoting 1-2 hours a month currently at the moment.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-06
S65 Uniform Investment Adviser Law Examination 2024-10-29
  • S63 Uniform Securities Agent State Law Examination
    2025-10-06
  • S65 Uniform Investment Adviser Law Examination
    2024-10-29

View on SEC IAPD

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