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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2024-11-19 |
| TX | RA | APPROVED | 2021-02-17 |
Branch Locations
5128 Apache Plume Rd Ste 340, Fort Worth, TX 76109 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth | TX | 04/1997 | 06/2018 |
| Bank Of America, N.A. | Fort Worth | TX | 12/2009 | 06/2018 |
| Bb&T Securities | Fort Worth | TX | 06/2018 | Present |
| Truist Investment Services, Inc. | Fort Worth | TX | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-12 |
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