Barry Whitaker

Current Employers

Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2016-08-15

FL RA
APPROVED

Since 2016-08-15

Branch Locations

160 N Nova Rd, Ormond Beach, FL 32174 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Suntrust Investment Services, Inc.	Atlanta	GA	05/2015	Present
Suntrust Advisory Services	Atlanta	GA	08/2016	Present

05/2015 → Present

Suntrust Investment Services, Inc.

Atlanta, GA
08/2016 → Present

Suntrust Advisory Services

Atlanta, GA

Previous Registrations

2009-10-23 → 2015-05-26

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ormond Beach, FL

Edgewater, FL

Daytona Beach, FL

Jacksonville, FL
2008-05-23 → 2009-10-23

Banc Of America Investment Services, Inc.

Ormond Beach, FL

Edgewater, FL
2007-03-21 → 2008-04-02

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Daytona Beach, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-03-19
S63	Uniform Securities Agent State Law Examination	2007-02-26

S65 Uniform Investment Adviser Law Examination

2007-03-19
S63 Uniform Securities Agent State Law Examination

2007-02-26

Other Names

Barry E Whitaker

View on SEC IAPD

Current Employers

Truist Advisory Services, Inc.

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews