Best Investors Account Sign in
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2024-06-03
TX RA APPROVED 2024-03-01
FL RA APPROVED 2016-08-24
  • RI RA
    APPROVED
    Since 2024-06-03
  • TX RA
    APPROVED
    Since 2024-03-01
  • FL RA
    APPROVED
    Since 2016-08-24

Branch Locations

3780 Roscommon Dr, 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
OrganizationCityStateFromTo
Truist Advisory Services, Inc. Ormond Bea Ch FL 08/2016 Present
Truist Investment Services, Inc. Ormond Beach FL 06/1998 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-07
S63 Uniform Securities Agent State Law Examination 1994-08-01
  • S66 Uniform Combined State Law Examination
    2001-12-07
  • S63 Uniform Securities Agent State Law Examination
    1994-08-01
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Ormond Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor