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Donna Suzanne Mcphillips

Truist Advisory Services, Inc.

Ocala, FL

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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 2022-09-01
  • FL RA
    APPROVED
    Since 2022-09-01

Branch Locations

4414 Sw College Rd Ste 1310, Ocala, FL 34474 • 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
Regions Bank Ocala FL 04/2008 08/2022
Cetera Investment Advisers Llc Ocala FL 12/2015 08/2022
Cetera Investment Services Llc St.CLoud MN 12/2015 08/2022
Truist Investment Services, Inc. Ocala FL 08/2022 Present
Truist Advisory Services, Inc Ocala FL 08/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-05
  • S66 Uniform Combined State Law Examination
    2006-05-05
Other Names
  • Donna Suzanne Schuster
  • Donna Suzanne Huntsman
  • Donna Mcphillips

View on SEC IAPD

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