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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 2024-11-05
FL RA APPROVED 2016-10-24
  • TX RA
    APPROVED_RES
    Since 2024-11-05
  • FL RA
    APPROVED
    Since 2016-10-24

Branch Locations

6210 Coral Ridge Dr, Coral Springs, FL 33076 • 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 No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Truist Advsiory Services, Inc. Atlanta GA 11/2013 Present
Truist Investment Services, Inc. Atlanta GA 11/2013 Present
  • 11/2013 → Present
    Truist Advsiory Services, Inc.
    Atlanta, GA
  • 11/2013 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
Previous Registrations
Other Businesses

SAV GROUP LLC POSITION: owner NATURE: wholesale jewelry purchases and sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2023 ADDRESS: 241 w tropical way FL, United States DESCRIPTION: As the sole owner/active member, I plan to attend jewelry shows and purchase jewelry at wholesale prices for myself and possibly friends and/or family. I may have an opportunity to resell some items purchase to the general public. SAV RIGS LLC POSITION: sole owner NATURE: An LLC solely established to register and title my personal vehicles INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2023 ADDRESS: Missoula MT, United States DESCRIPTION: There is no bank account associated with this LLC. Its sole purpose is to allow me to purchase and register my cars under the name of a LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-03
S63 Uniform Securities Agent State Law Examination 1995-04-03
  • S65 Uniform Investment Adviser Law Examination
    2000-10-03
  • S63 Uniform Securities Agent State Law Examination
    1995-04-03

View on SEC IAPD

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