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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-13
  • FL RA
    APPROVED
    Since 2026-01-13

Branch Locations

7455 Chancellor Dr Fl 1, Orlando, FL 32809 • 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
Thats One Spot Burgers Ocoee FL 01/2014 12/2019
Yardhouse Darden Restaurants Orlando FL 01/2019 01/2021
Dixie Cream Cafe Windermere FL 01/2021 09/2021
Truist Financial Corp Orlando FL 09/2021 08/2025
Truist Investment Services, Inc Orlando FL 08/2025 Present
Truist Advisoryservices, Inc. Orlando FL 01/2026 Present
  • 01/2014 → 12/2019
    Thats One Spot Burgers
    Ocoee, FL
  • 01/2019 → 01/2021
    Yardhouse Darden Restaurants
    Orlando, FL
  • 01/2021 → 09/2021
    Dixie Cream Cafe
    Windermere, FL
  • 09/2021 → 08/2025
    Truist Financial Corp
    Orlando, FL
  • 08/2025 → Present
    Truist Investment Services, Inc
    Orlando, FL
  • 01/2026 → Present
    Truist Advisoryservices, Inc.
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-09
  • S66 Uniform Combined State Law Examination
    2025-06-09

View on SEC IAPD

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