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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 2016-09-08
  • FL RA
    APPROVED
    Since 2016-09-08

Branch Locations

1 E Jefferson St Fl 3, Brooksville, FL 34601 • 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, Inc. Atlanta GA 11/1995 12/2016
Suntrust Advisory Services Atlanta GA 09/2016 Present
Suntrust Investment Services, Inc. Atlanta GA 12/2016 Present
  • 11/1995 → 12/2016
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
  • 12/2016 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-03
S63 Uniform Securities Agent State Law Examination 1996-10-21
  • S66 Uniform Combined State Law Examination
    2002-05-03
  • S63 Uniform Securities Agent State Law Examination
    1996-10-21

View on SEC IAPD

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