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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 2025-10-22
  • FL RA
    APPROVED
    Since 2025-10-22

Branch Locations

515 E Las Olas Blvd Fl 7, Fort Lauderdale, FL 33301 • 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
Wells Fargo Advisors, Llc Boca Raton FL 11/2015 11/2016
Wells Fargo Clearing Services, Llc Boca Raton FL 12/2015 09/2018
Wells Fargo Bank, Na Fort Lauderdale FL 11/2016 03/2022
Jpmorgan Chase Bank, Na Fort Lauderdale FL 03/2022 09/2025
Jpmorgan Securities Llc Fort Lauderdale FL 03/2022 09/2025
Wells Fargo Clearing Services, Llc Boca Raton FL 01/2020 03/2022
Truist Investment Services, Inc. Ft.LAuderdale FL 09/2025 Present
Truist Advisory Services, Inc. Ft. Lauderdale FL 09/2025 Present
  • 11/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Boca Raton, FL
  • 12/2015 → 09/2018
    Boca Raton, FL
  • 11/2016 → 03/2022
    Wells Fargo Bank, Na
    Fort Lauderdale, FL
  • 03/2022 → 09/2025
    Jpmorgan Chase Bank, Na
    Fort Lauderdale, FL
  • 03/2022 → 09/2025
    Jpmorgan Securities Llc
    Fort Lauderdale, FL
  • 01/2020 → 03/2022
    Boca Raton, FL
  • 09/2025 → Present
    Truist Investment Services, Inc.
    Ft.LAuderdale, FL
  • 09/2025 → Present
    Ft. Lauderdale, FL
Previous Registrations
Other Businesses

FRIENDS OF WLRN POSITION: BOARD NATURE: WLRN IS A PUBLIC MEDIA NEWS PLATFORM OPERATING IN THE LOCAL AREA AS A NON-PROFIT. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: FORT LAUDERDALE FL, United States DESCRIPTION: I SERVE ON THEIR EXECUTIVE BOARD AND FINANCE COMMITEE. MY DUTIES INCLUDE REVIEWING STRATEGIC INIAITIVES OF THE ORGANIZATION. NO INVESTMENT GUIDANCE IS PROVIDED. THERE IS AN OUTSIDE FIRM THAT HANDLES ALL INVESTMENT ACTIVITY. BOCA BOWL EXECUTIVE BOARD POSITION: Board of Directors NATURE: The Boca Bowl is owned by ESPN Events. The executive board is responsible for elevating the football experience and engaging the public in awareness and attendance. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2025 ADDRESS: Boca Raton FL, United States DESCRIPTION: Meeting and Event Attendance. Promotion of charitable impact.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-24
S65 Uniform Investment Adviser Law Examination 1997-08-19
S63 Uniform Securities Agent State Law Examination 1995-01-30
  • S66 Uniform Combined State Law Examination
    2014-06-24
  • S65 Uniform Investment Adviser Law Examination
    1997-08-19
  • S63 Uniform Securities Agent State Law Examination
    1995-01-30
Other Names
  • Saundra Renee Eppley
  • Saundra Eppley
  • Renee Eppley Mccabe
  • Renee Eppley Johnson
  • Renee Johnson

View on SEC IAPD

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