John P Bromhead

Truist Advisory Services, Inc.

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Current Employers

Truist Advisory Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-03-02

MD RA
APPROVED

Since 2026-03-02

Branch Locations

1445 Research Blvd, Rockville, MD 20850 • 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

Organization	City	State	From	To
Morgan Stanley	Sandy	UT	08/2025	02/2026
American University	Washington	DC	08/2021	08/2023
Onelife Fitness - Tenleytown	Washington	DC	05/2024	06/2025
Crunch Fitness - Chevy Chase	Washington	DC	08/2023	12/2023
American University	Washington	DC	05/2023	08/2023
City Of Burbank - Verdugo Aquatics Center	Burbank	CA	07/2022	08/2022
Unemployed	Burbank	CA	09/2015	08/2021
Unemployed	Burbank	CA	12/2023	05/2024
Unemployed	Burbank	CA	06/2025	08/2025
American University	Washington	DC	08/2021	05/2025
Truist Investment Services, Inc	Rockville	MD	02/2026	Present
Truist Advsiory Services, Inc	Rockville	MD	02/2026	Present

08/2025 → 02/2026

Morgan Stanley

Sandy, UT
08/2021 → 08/2023

American University

Washington, DC
05/2024 → 06/2025

Onelife Fitness - Tenleytown

Washington, DC
08/2023 → 12/2023

Crunch Fitness - Chevy Chase

Washington, DC
05/2023 → 08/2023

American University

Washington, DC
07/2022 → 08/2022

City Of Burbank - Verdugo Aquatics Center

Burbank, CA
09/2015 → 08/2021

Unemployed

Burbank, CA
12/2023 → 05/2024

Unemployed

Burbank, CA
06/2025 → 08/2025

Unemployed

Burbank, CA
08/2021 → 05/2025

American University

Washington, DC
02/2026 → Present

Truist Investment Services, Inc

Rockville, MD
02/2026 → Present

Truist Advsiory Services, Inc

Rockville, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-21
S63	Uniform Securities Agent State Law Examination	2025-11-01

S66 Uniform Combined State Law Examination

2026-02-21
S63 Uniform Securities Agent State Law Examination

2025-11-01

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NAVY FEDERAL INVESTMENT SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

UNITED BROKERAGE SERVICES, INC

PROFIT INVESTMENTS

ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER

JORDAN SCOTT KRAUS

Anna Laureys Squier

JASON SCOTT COHEN

JENNIFER CHRISTINE PASCAL

Annalise Taylor Haywood

Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD

NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD

STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD

J.P. MORGAN SECURITIES LLC · Rockville, MD

UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD

PROFIT INVESTMENTS · NORTH BETHESDA, MD

ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

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