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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 2026-04-23
  • FL RA
    APPROVED
    Since 2026-04-23

Branch Locations

400 S Park Ave, Winter Park, FL 32789 • 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
Pnc Bank Orlando FL 09/2014 07/2019
Synoyus Bank Lake Mary FL 07/2019 07/2021
Fifth Third Bank Orlando FL 06/2023 07/2025
Seaside Bank & Trust Orlando FL 08/2021 06/2023
Truist Investment Services, Inc Winter Park FL 03/2026 Present
Unemployed Wintersprings FL 08/2025 02/2026
  • 09/2014 → 07/2019
    Pnc Bank
    Orlando, FL
  • 07/2019 → 07/2021
    Synoyus Bank
    Lake Mary, FL
  • 06/2023 → 07/2025
    Fifth Third Bank
    Orlando, FL
  • 08/2021 → 06/2023
    Seaside Bank & Trust
    Orlando, FL
  • 03/2026 → Present
    Truist Investment Services, Inc
    Winter Park, FL
  • 08/2025 → 02/2026
    Unemployed
    Wintersprings, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-01-16
S65 Uniform Investment Adviser Law Examination 2026-01-02
  • S63 Uniform Securities Agent State Law Examination
    2026-01-16
  • S65 Uniform Investment Adviser Law Examination
    2026-01-02

View on SEC IAPD

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