Best Investors
Account
Sign in
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 |
|---|---|---|---|
| VA | RA | APPROVED | 2016-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 03/2008 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | Present |
POSITION: LINE DANCE INSTRUCTOR NATURE: I WILL BE TEACHING LINE DANCING AT A LOCAL COMMUNITY CENTER. PARTICIPANTS WILL BE CHARGED A NOMINAL FEE (APPROX $4 PER CLASS). INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 10/02/2013 ADDRESS: RICHMOND VA DESCRIPTION: I WILL BE TEACHING LINE DANCING AT A LOCAL COMMUNITY CENTER. PARTICIPANTS WILL BE CHARGED A NOMINAL FEE (APPROX $4 PER CLASS). TBD POSITION: Owner/President NATURE: I plan to establish an LLC that will own/operate dance studio/event space. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: Richmond VA, United States DESCRIPTION: Operate dance studio: teach classes, rent space to event planners, manage enrollment, etc... 5 LOAVES CORP POSITION: Board Member NATURE: Non-profit tax-exempt organization whose goal is to alleviate hunger by distributing food, commodities and groceries to sheltered, unsheltered, seniors and other economically disadvantaged families INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: Richmond VA, United States DESCRIPTION: Assist with promoting and supporting goals of the organization. DICKSON CONTRACTING POSITION: TBD NATURE: Construction and contracting company that provides a range of residential and commercial services. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: Richmond VA, United States DESCRIPTION: I will be assisting my husband with management of his business. I anticipate assisting with the financial aspects of the business, but my exact duties have not been determined.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-05 |
Reach out to this advisor