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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2017-04-12 |
| TX | RA | APPROVED | 2017-03-13 |
| GA | RA | APPROVED | 2016-09-20 |
Branch Locations
3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326 • 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 | 07/2010 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | Present |
N GA SCHOOL OF BALLET POSITION: Dance Teacher NATURE: Dance instruction to children INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: Atlanta GA, United States DESCRIPTION: Dance instructor to children. ACORN TO OAKS FOUNDATION POSITION: 100 Days of Giving Chair NATURE: Fundraising arm of elementary school with sole mission of enriching and supplementing learning for all students at Garden Hills Elementary School INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: Atlanta GA, United States DESCRIPTION: Chairperson of 100 Days of Giving- reach out to existing donors, parents of students at elementary school, and prospective donors to raise funds for school. KENNTORTO LLC POSITION: Co-Owner NATURE: LLC to hold real estate property. This property will not generate any income. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2024 ADDRESS: Atlanta GA, United States DESCRIPTION: Owner of LLC to hold real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-26 |
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