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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 2016-09-14
  • FL RA
    APPROVED
    Since 2016-09-14

Branch Locations

12751 New Brittany Blvd, Fort Myers, FL 33907 • 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
Truist Investment Services, Inc. Fort Myers FL 04/2006 Present
Truist Advisory Services, Inc. Fort Myers FL 09/2016 Present
Other Businesses

JD PARADISE PROPERTIES, LLC POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2017 ADDRESS: , Miromar Lakes FL , United States DESCRIPTION: manage rental

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-07
S63 Uniform Securities Agent State Law Examination 1999-06-19
  • S66 Uniform Combined State Law Examination
    2002-12-07
  • S63 Uniform Securities Agent State Law Examination
    1999-06-19

View on SEC IAPD

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