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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-06-22
  • GA RA
    APPROVED
    Since 2026-06-22

Branch Locations

6095 Peachtree Industrial Blvd, Norcross, GA 30092 • 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
Thrivent Investment Management Inc Minneapolis MN 09/2025 06/2026
Thrivent Financial Appleton WI 09/2025 06/2026
Georgia Financial Advisors Atlanta GA 07/2025 09/2025
N/A Decatur GA 04/2025 07/2025
Crowe Llp Atlanta GA 03/2024 04/2025
N/A Decatur GA 11/2023 03/2024
Emory Alliance Credit Union A Division Of Credit Union 1 Decatur GA 12/2022 11/2023
Emory Alliance Credit Union Decatur GA 10/2006 12/2022
Truist Investment Services, Inc Peachtree Corners GA 06/2026 Present
Truist Advisory Services, Inc Peachtree Corners GA 06/2026 Present
  • 09/2025 → 06/2026
    Minneapolis, MN
  • 09/2025 → 06/2026
    Thrivent Financial
    Appleton, WI
  • 07/2025 → 09/2025
    Georgia Financial Advisors
    Atlanta, GA
  • 04/2025 → 07/2025
    N/A
    Decatur, GA
  • 03/2024 → 04/2025
    Crowe Llp
    Atlanta, GA
  • 11/2023 → 03/2024
    N/A
    Decatur, GA
  • 12/2022 → 11/2023
    Emory Alliance Credit Union A Division Of Credit Union 1
    Decatur, GA
  • 10/2006 → 12/2022
    Emory Alliance Credit Union
    Decatur, GA
  • 06/2026 → Present
    Truist Investment Services, Inc
    Peachtree Corners, GA
  • 06/2026 → Present
    Peachtree Corners, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-25
  • S66 Uniform Combined State Law Examination
    2025-11-25

View on SEC IAPD

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