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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-06-05
GA RA APPROVED 2016-08-30
  • TX RA
    APPROVED_RES
    Since 2018-06-05
  • GA RA
    APPROVED
    Since 2016-08-30

Branch Locations

5305 Windward Pkwy, Alpharetta, GA 30004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc Atlanta GA 01/2012 Present
Suntrust Advisory Services Atlanta GA 08/2016 Present
  • 01/2012 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 08/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-01
S63 Uniform Securities Agent State Law Examination 1995-02-07
  • S65 Uniform Investment Adviser Law Examination
    1996-04-01
  • S63 Uniform Securities Agent State Law Examination
    1995-02-07
Other Names
  • Matt Oldham

View on SEC IAPD

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