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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-12-01
  • MD RA
    APPROVED
    Since 2025-12-01

Branch Locations

2350 Solomons Island Road, Annapolis, MD 21401 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ledo Pizza Deale MD 10/2015 11/2016
Chesapeake Yacht Club Shady Side MD 06/2016 10/2017
Bertucci'S Italian Restaurant Annapolis MD 11/2016 04/2018
Truist Bank Annapolis MD 05/2018 09/2025
Truist Investment Services, Inc Annapolis MD 09/2025 03/2026
Truist Investment Services, Inc Annapolis MD 03/2026 Present
Truist Advisory Services, Inc Annapolis MD 03/2026 Present
  • 10/2015 → 11/2016
    Ledo Pizza
    Deale, MD
  • 06/2016 → 10/2017
    Chesapeake Yacht Club
    Shady Side, MD
  • 11/2016 → 04/2018
    Bertucci'S Italian Restaurant
    Annapolis, MD
  • 05/2018 → 09/2025
    Truist Bank
    Annapolis, MD
  • 09/2025 → 03/2026
    Truist Investment Services, Inc
    Annapolis, MD
  • 03/2026 → Present
    Truist Investment Services, Inc
    Annapolis, MD
  • 03/2026 → Present
    Annapolis, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-24
  • S66 Uniform Combined State Law Examination
    2025-11-24
Other Names
  • Kayla Anne Aleshire

View on SEC IAPD

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