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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2017-04-11 |
Branch Locations
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Atlanta | GA | 05/2011 | 09/2016 |
| Raymond James & Associates, Inc. | Atlanta | GA | 09/2016 | 02/2017 |
| Suntrust Investment Services | Atlanta | GA | 02/2017 | Present |
| Suntrust Advisory Services | Atlanta | GA | 02/2017 | Present |
RYMAN FAMILY HOLDINGS LLC POSITION: Secretary NATURE: Rick Warren Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/23/2018 ADDRESS: , Duluth GA , United States DESCRIPTION: Ryman Family Holdings LLC sole purpose will be as owner of personal IRA assets investing in Rick Warren RE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-25 |
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