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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2022-01-11 |
| TX | RA | APPROVED | 2021-05-25 |
| NC | RA | APPROVED | 2016-08-18 |
Branch Locations
3605 Glenwood Ave Ste 400, Raleigh, NC 27612 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 08/2005 | Present |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | Present |
BEACH RENTAL PROPERTY, OCEAN ISLE BEACH, NC OWNER 4/1/07. PROPERTY USED AS A SECOND HOME AND ALSO RENTED SOME DURING THE YEAR. 0-HOURS DEVOTED DURING BUSINESS HOURS 1- HOURS DEVOTED AFTER BUSINESS HOURS. RENTAL PROPERTY POSITION: Owner NATURE: Rental of personal and commercial property. Renovation and selling of real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2021 ADDRESS: , Raleigh NC , United States DESCRIPTION: Evaluation of opportunity, Decision making as to the ongoing operation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-26 |
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