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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 2025-08-05
  • FL RA
    APPROVED
    Since 2025-08-05

Branch Locations

4300 Tbc Way Ste 100, Palm Beach Gardens, FL 33410 • United States

Disclosures

2 disclosure categories 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 No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc West Palm Beach FL 02/2017 05/2025
Unemployed Wellington FL 04/2016 02/2017
Truist Investment Services, Inc Jupiter FL 07/2025 Present
Truist Advisory Services, Inc Jupiter FL 07/2025 Present
  • 02/2017 → 05/2025
    Morgan Stanley Smith Barney Llc
    West Palm Beach, FL
  • 04/2016 → 02/2017
    Unemployed
    Wellington, FL
  • 07/2025 → Present
    Truist Investment Services, Inc
    Jupiter, FL
  • 07/2025 → Present
    Jupiter, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-28
S65 Uniform Investment Adviser Law Examination 1999-03-01
S63 Uniform Securities Agent State Law Examination 1991-07-29
  • S66 Uniform Combined State Law Examination
    2018-08-28
  • S65 Uniform Investment Adviser Law Examination
    1999-03-01
  • S63 Uniform Securities Agent State Law Examination
    1991-07-29
Designations
Other Names
  • Bill Burnett

View on SEC IAPD

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