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Katherine Grier

Truist Advisory Services, Inc.

Charlotte, NC

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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 2025-10-15
  • NC RA
    APPROVED
    Since 2025-10-15

Branch Locations

108 Providence Rd Ste 100, Charlotte, NC 28207 • 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
Levy At Truist Field Charlotte NC 04/2011 12/2021
Truist Bank Charlotte NC 11/2021 06/2025
Truist Investment Services, Inc Charlotte NC 06/2025 11/2025
Truist Investment Services, Inc Charlotte NC 11/2025 Present
Truist Advisory Services, Inc Charlotte NC 11/2025 Present
  • 04/2011 → 12/2021
    Levy At Truist Field
    Charlotte, NC
  • 11/2021 → 06/2025
    Truist Bank
    Charlotte, NC
  • 06/2025 → 11/2025
    Truist Investment Services, Inc
    Charlotte, NC
  • 11/2025 → Present
    Truist Investment Services, Inc
    Charlotte, NC
  • 11/2025 → Present
    Truist Advisory Services, Inc
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-14
  • S66 Uniform Combined State Law Examination
    2025-10-14

View on SEC IAPD

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