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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 2026-06-02
DC RA APPROVED 2017-10-23
  • TX RA
    APPROVED_RES
    Since 2026-06-02
  • DC RA
    APPROVED
    Since 2017-10-23

Branch Locations

1445 New York Ave, Nw Fl 4, Washington, DC 20005 • 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
Suntrust Investment Services Atlanta GA 02/2012 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 02/2012 → Present
    Suntrust Investment Services
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
  • 2002-06-12 → 2008-08-06
    Truist Securities, Inc.
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-30
S63 Uniform Securities Agent State Law Examination 1993-12-23
S65 Uniform Investment Adviser Law Examination 1993-12-18
  • S66 Uniform Combined State Law Examination
    2012-04-30
  • S63 Uniform Securities Agent State Law Examination
    1993-12-23
  • S65 Uniform Investment Adviser Law Examination
    1993-12-18

View on SEC IAPD

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