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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 2019-03-08
  • FL RA
    APPROVED
    Since 2019-03-08

Branch Locations

7455 Chancellor Drive Suite Cac - South, Orlando, FL 32809 • 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
American United Life Indianapolis IN 07/2008 06/2018
Oneamerica Securities Indianapolis IN 07/2008 06/2018
Allstate Insurance Company Apoka FL 11/2018 11/2018
Unemployed Orlando FL 06/2018 10/2018
Suntrust Investment Services,Inc. Atlanta GA 03/2019 Present
Suntrust Advisory Services, Inc. Atlanta GA 03/2019 Present
Unemployed Orlando FL 11/2018 02/2019
  • 07/2008 → 06/2018
    American United Life
    Indianapolis, IN
  • 07/2008 → 06/2018
    Oneamerica Securities
    Indianapolis, IN
  • 11/2018 → 11/2018
    Allstate Insurance Company
    Apoka, FL
  • 06/2018 → 10/2018
    Unemployed
    Orlando, FL
  • 03/2019 → Present
    Suntrust Investment Services,Inc.
    Atlanta, GA
  • 03/2019 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 11/2018 → 02/2019
    Unemployed
    Orlando, FL
Other Businesses

3552 VIA DOLCE, RENTAL CONDO POSITION: owner NATURE: This is a rental property I own together with my father INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1993 ADDRESS: , Marina Del Rey CA , United States DESCRIPTION: Collect rent and maintain property 197 SPRUCE PINE RD POSITION: owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2021 ADDRESS: , Ocoee FL , United States DESCRIPTION: general property management duties, collect rents, maintain property, pay mortgage & taxes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-17
S63 Uniform Securities Agent State Law Examination 1994-01-26
  • S66 Uniform Combined State Law Examination
    2018-12-17
  • S63 Uniform Securities Agent State Law Examination
    1994-01-26
Other Names
  • Tom Marc Jaehnel

View on SEC IAPD

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