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Eric Todd Weinsier

Truist Advisory Services, Inc.

Wilton Manors, FL

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-08-13
FL RA APPROVED 2016-09-14
  • TX RA
    APPROVED_RES
    Since 2019-08-13
  • FL RA
    APPROVED
    Since 2016-09-14

Branch Locations

1431 Ne 26Th St, Wilton Manors, FL 33305 • 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 Wilton Manors FL 02/2003 Present
Truist Advisory Services,Inc. Wilton Manors FL 09/2016 Present
  • 02/2003 → Present
    Truist Investment Services, Inc
    Wilton Manors, FL
  • 09/2016 → Present
    Truist Advisory Services,Inc.
    Wilton Manors, FL
Previous Registrations
  • 2001-04-20 → 2003-02-19
    Banc Of America Investment Services, Inc.
    Hallandale, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-01-17
S63 Uniform Securities Agent State Law Examination 2000-02-26
  • S65 Uniform Investment Adviser Law Examination
    2002-01-17
  • S63 Uniform Securities Agent State Law Examination
    2000-02-26

View on SEC IAPD

Other Firms

SNOWDEN CAPITAL ADVISORS LLC
FUSCO FINANCIAL SERVICES INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE INSTITUTE OF FINANCIAL WELLNESS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
ALLIED CAPITAL GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

MICHAEL PATRICK MAHONEY
JOHANNA M. LOBDELL
KENNETH MICHAEL FUSCO
Thomas Richard Sawyer
JOSEP Antonio SAGARRA
Steven John Barker
KIYOKO JOHNSON
ELLIOT WEISSMARK

Other Offices

SNOWDEN CAPITAL ADVISORS LLC · Wilton Manors, FL
FUSCO FINANCIAL SERVICES INC · WILTON MANORS, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Oakland Park, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAKLAND PARK, FL
THE INSTITUTE OF FINANCIAL WELLNESS, LLC · FORT LAUDERDALE, FL
RAYMOND JAMES & ASSOCIATES, INC. · Oakland Park, FL
ALLIED CAPITAL GROUP, LLC · FORT LAUDERDALE, FL
WELLS FARGO CLEARING SERVICES, LLC · FORT LAUDERDALE, FL

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