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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-12-09
  • DC RA
    APPROVED
    Since 2025-12-09

Branch Locations

8200 Greensboro Drive Fl 10, Mclean, VA 22102 • 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
Savannah Country Day School Savannah GA 07/2005 05/2021
Texas Christian University Fort Worth TX 05/2021 05/2025
Amegy Bank Fort Worth TX 06/2024 07/2024
Mamaka Smoothie Bowls Fort Worth TX 09/2022 12/2022
Hannah E. Savannah GA 12/2020 08/2021
Lake Pajamas Savannah GA 12/2020 12/2020
Truist Advisory Services, Inc. Washington DC 11/2025 Present
  • 07/2025 → Present
    Truist Investment Services, Inc.
    Washington, DC
  • 07/2005 → 05/2021
    Savannah Country Day School
    Savannah, GA
  • 05/2021 → 05/2025
    Texas Christian University
    Fort Worth, TX
  • 06/2024 → 07/2024
    Amegy Bank
    Fort Worth, TX
  • 09/2022 → 12/2022
    Mamaka Smoothie Bowls
    Fort Worth, TX
  • 12/2020 → 08/2021
    Hannah E.
    Savannah, GA
  • 12/2020 → 12/2020
    Lake Pajamas
    Savannah, GA
  • 11/2025 → Present
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-03
  • S66 Uniform Combined State Law Examination
    2025-11-03

View on SEC IAPD

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