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Joelle Starr Brown

Truist Advisory Services, Inc.

Washington, DC

CRD 8131143

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-12-19
  • DC RA
    APPROVED
    Since 2025-12-19

Branch Locations

Washington, DC • 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. Washington DC 07/2025 Present
Unemployed Rocky Hill CT 01/2015 05/2018
Rocky Hill Parks And Recreation Rocky Hill CT 05/2018 05/2021
Chick-Fil-A Newington CT 07/2020 04/2021
H&M Farmington CT 04/2021 01/2022
Target Windsor CT 12/2023 01/2024
Unemployed Washington DC 01/2022 12/2023
Unemployed Washington DC 01/2024 07/2025
Truist Advisory Services, Inc. Washington DC 12/2025 Present
  • 07/2025 → Present
    Truist Investment Services, Inc.
    Washington, DC
  • 01/2015 → 05/2018
    Unemployed
    Rocky Hill, CT
  • 05/2018 → 05/2021
    Rocky Hill Parks And Recreation
    Rocky Hill, CT
  • 07/2020 → 04/2021
    Chick-Fil-A
    Newington, CT
  • 04/2021 → 01/2022
    H&M
    Farmington, CT
  • 12/2023 → 01/2024
    Target
    Windsor, CT
  • 01/2022 → 12/2023
    Unemployed
    Washington, DC
  • 01/2024 → 07/2025
    Unemployed
    Washington, DC
  • 12/2025 → Present
    Truist Advisory Services, Inc.
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-22
  • S66 Uniform Combined State Law Examination
    2025-11-22

View on SEC IAPD

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