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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-02-17
  • PA RA
    APPROVED
    Since 2021-02-17

Branch Locations

645 Hamilton St Fl 10, Allentown, PA 18101 • 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
Bbtis Allentown PA 03/2018 02/2021
North Star Construction Allentown PA 09/2016 01/2017
Unemployed Wyomissing PA 02/2017 02/2018
Truist Investment Services, Inc. Allentown PA 02/2021 Present
Truist Advisory Services, Inc. Allentown PA 02/2021 Present
  • 03/2018 → 02/2021
    Bbtis
    Allentown, PA
  • 09/2016 → 01/2017
    North Star Construction
    Allentown, PA
  • 02/2017 → 02/2018
    Unemployed
    Wyomissing, PA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Allentown, PA
  • 02/2021 → Present
    Allentown, PA
Previous Registrations
  • 2018-04-23 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Allentown, PA
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-23
S63 Uniform Securities Agent State Law Examination 1998-04-09
  • S66 Uniform Combined State Law Examination
    2018-04-23
  • S63 Uniform Securities Agent State Law Examination
    1998-04-09

View on SEC IAPD

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