Best Investors Account Sign in

Michael Patrick Hoffman

Truist Advisory Services, Inc.

Rockville, MD

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-06-14
MD RA APPROVED 2016-09-12
  • TX RA
    APPROVED
    Since 2017-06-14
  • MD RA
    APPROVED
    Since 2016-09-12

Branch Locations

1445 Research Blvd Rd Fl 4, Rockville, MD 20850 • 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
Truist Securities, Inc. Marlow Heights MD 05/2000 02/2021
Truist Advisory Services Atlanta GA 09/2016 02/2021
Truist Investment Services, Inc. Rockville MD 02/2021 Present
Truist Advisory Services, Inc. Rockville MD 02/2021 Present
  • 05/2000 → 02/2021
    Truist Securities, Inc.
    Marlow Heights, MD
  • 09/2016 → 02/2021
    Truist Advisory Services
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Rockville, MD
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Rockville, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-10-19
S63 Uniform Securities Agent State Law Examination 1995-09-15
  • S66 Uniform Combined State Law Examination
    2001-10-19
  • S63 Uniform Securities Agent State Law Examination
    1995-09-15
Designations
Other Names
  • Mike Hoffman

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor