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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Richmond | VA | 01/2015 | Present |
| Truist Advisory Services, Inc. | Richmond | VA | 04/2016 | Present |
* SYNERGY VENTURES, LLC * MECHANICSVILLE, VA * ONLINE RETAILS SALES * PROPRIETOR; PROCURE INVENTORY AT AUCTIONS AND FLEA MARKETS AT DISCOUNT, THEN RESELL ON EBAY STORE * 03/17/2010 - PRESENT * 0-HOURS DEVOTED PER MONTH DURING BUSINESS HOURS/24 HOURS DEVOTED PER MONTH AFTER BUSINESS HOURS. J. MACKENZIE IMAGERY ADDRESS: Cocoa Beach FL, United States POSITION: Owner NATURE: Photographer and Photography Sales; potential to be hired for weekend photography jobs. DESCRIPTION: Take pictures and post/sell to different sites INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 11/28/2017 LIVETHEVIBE POSITION: Owner NATURE: Life Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: Glen Allen VA, United States DESCRIPTION: Meet with clients to provide life coaching, outside of Truist business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-24 |
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