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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsc Wealth Advisors | Forest | VA | 06/2014 | 08/2019 |
| Bb&T Securities | Lynchburg | VA | 09/2019 | 02/2021 |
| Truist Advisory Services, Inc. | Lynchburg | VA | 02/2021 | 01/2023 |
| Truist Investment Services, Inc. | Lynchburg | VA | 02/2021 | 01/2023 |
| Truist Investment Servicesinc | Lynchburg | VA | 01/2023 | 03/2025 |
| Truist Advisory Services, Inc | Lynchburg | VA | 01/2023 | Present |
| Truist Investment Services, Inc. | Lynchburg | VA | 03/2025 | Present |
LAXTON SQUARE HOMEOWNER'S ASSOCIATION POSITION: President NATURE: Homeowner's Association Board member for the Laxton Square community where I am a property owner. *Recently elected "At-large" board member. No longer Vice President. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2020 ADDRESS: Lynchburg VA, United States DESCRIPTION: Attend quarterly meetings, vote on agenda items, review annual budget. The Association contracts a Management Company to collect fees and pay bills.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-16 |
| S66 | Uniform Combined State Law Examination | 2002-06-13 |
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