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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_RES | 2023-03-06 |
| LA | RA | APPROVED | 2021-02-19 |
| FL | RA | APPROVED | 2016-08-12 |
Branch Locations
775 E Merritt Island Cswy Ste 100, Merritt Island, FL 32952 • 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 |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Merritt Island | FL | 07/2016 | Present |
| Truist Advisory Services, Inc. | Merritt Island | FL | 07/2016 | Present |
POSITION: partner NATURE: it's a holding company that holds my brothers private residence in it. This company is strickly to protect my brother I in no way profit from it. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/29/2016 ADDRESS: , Melbourne FL DESCRIPTION: None wile my father is alive. The company was set up to protect my brothers' residenceI've been instructed by my father tokeep it goingif he passes away. I'm tomake sure his taxes and other bills have been paid.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-01 |
| S65 | Uniform Investment Adviser Law Examination | 1998-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-04 |
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