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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-12-18
  • GA RA
    APPROVED
    Since 2025-12-18

Branch Locations

5150 Mcginnis Feery Rd, Alpharetta, GA 30005 • 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
Unemployed Alpharetta GA 07/2016 11/2016
Macy Alpharetta GA 12/2016 11/2018
Truist Bank Alpharetta GA 03/2018 09/2025
Truist Investment Services, Inc Alpharetta GA 09/2025 03/2026
Truist Advisory Services, Inc Alpharetta GA 09/2025 03/2026
Truist Advsiory Services, Inc Alpharetta GA 03/2026 Present
Truist Investment Services, Inc Alparetta GA 03/2026 Present
  • 07/2016 → 11/2016
    Unemployed
    Alpharetta, GA
  • 12/2016 → 11/2018
    Macy
    Alpharetta, GA
  • 03/2018 → 09/2025
    Truist Bank
    Alpharetta, GA
  • 09/2025 → 03/2026
    Truist Investment Services, Inc
    Alpharetta, GA
  • 09/2025 → 03/2026
    Alpharetta, GA
  • 03/2026 → Present
    Truist Advsiory Services, Inc
    Alpharetta, GA
  • 03/2026 → Present
    Truist Investment Services, Inc
    Alparetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-18
  • S66 Uniform Combined State Law Examination
    2025-06-18

View on SEC IAPD

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