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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-17 |
Branch Locations
5128 Apache Plume Rd Fl 3, Fort Worth, TX 76109 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Dallas | TX | 09/2013 | 10/2018 |
| Unemployed | Fort Worth | TX | 10/2018 | 01/2020 |
| Bb&T Securities | Fort Worth | TX | 01/2020 | Present |
| Suntrust Investment Services, Inc. | Atlanta | GA | 03/2020 | 02/2021 |
| Truist Investment Services, Inc. | Fort Worth | TX | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
THE STEPHEN BREEN MEMORIAL FOUNDATION POSITION: Co-Founder / Secretary NATURE: I am Co-Founder and Secretary of memorial foundation established in memory of our son, Stephen, who passed in 2004 from cancer. The foundation has 2 missions, provide financial assistance to children in Diocese of Fort Worth looking for a Catholic education and give financial assistance to families who children are afflicted with cancer. We regularly support Ronald McDonald House, Cook Children Hospital and Make a Wish. We are active in the community. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/04/2004 ADDRESS: 1940 Warner Road, Fort Worth TX 76110 CRESTED BUTTE RENTAL POSITION: owner NATURE: We plan to use this company to manage our Mount Crested Butte condo as a rental unit. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: Mount Crested Butte CO, United States DESCRIPTION: No duties just income received from rental. KAB/JSB FL TRUST POSITION: NA NATURE: Created KAB/JSB FL Trust to hold a FL vacation home. We'll will use a property manager to maintain and rent the home. We will be 100% hands off. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2025 ADDRESS: Fort Worth TX, United States DESCRIPTION: Owner of property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-02 |
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