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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2020-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Charlotte | NC | 01/2016 | 02/2021 |
| Bb&T Securities, Llc | Charlotte | NC | 01/2018 | 02/2021 |
| Suntrust Investment Services Inc | Atlanta | GA | 12/2019 | 02/2021 |
| Suntrust Bank | Charlotte | NC | 12/2019 | 02/2021 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 11/2020 | 02/2021 |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 02/2021 | Present |
CONDO RENTAL POSITION: OWNER NATURE: OWNER/SOLE PROPRIETOR INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 05/01/2013 ADDRESS: 1100 POSSUM TROT ROAD, G-212, NORTH MYRTLE BEACH SC 29582 DESCRIPTION: I OWN A CONDOMINIUM IN NORTH MYRTLE BEACH THAT I RENT FOR LONG TERM RENTALS. DESK AND DUGOUT POSITION: Owner NATURE: Business will consist of buying and selling 'gear' for office and dens, mancaves, and garages. Products mostly from my personal collection of signed sports memorabilia and other original items. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2025 ADDRESS: Fort Mill SC, United States DESCRIPTION: I will buy and sell retail items.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-26 |
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