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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-08-16
  • FL RA
    APPROVED
    Since 2016-08-16

Branch Locations

515 E Las Olas Blvd Fl 7, Fort Lauderdale, FL 33301 • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truist Investment Services, Inc Atlanta GA 02/2013 Present
Truist Banks, Inc. Fort Lauderdale FL 02/2013 Present
Truist Advisory Services Atlanta GA 08/2016 Present
  • 02/2013 → Present
    Truist Investment Services, Inc
    Atlanta, GA
  • 02/2013 → Present
    Truist Banks, Inc.
    Fort Lauderdale, FL
  • 08/2016 → Present
    Truist Advisory Services
    Atlanta, GA
Other Businesses

BROWARD COUNTY FILM SOCIETY DBA FORT LAUDERDALE FILM FESTIVAL POSITION: Board Member NATURE: The Broward County Film Society, Inc., is a 501(c)(3) nonprofit organization established in 1986. BCFS operates cinemas and presents the annual Fort Lauderdale International Film Festival. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 02/15/2022 ADDRESS: Fort Lauderdale FL, United States DESCRIPTION: Attend board meetings, vote on issues/items relating to the Fort Lauderdale Film Festival. Increase and create additional awareness to the Film Festival. 5600 LLC POSITION: Member of LLC NATURE: This entity is used for outside investments. Current private investment in a film/movie production. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: Miami Beach FL, United States DESCRIPTION: This entity is now used for outside investments. Current private investment in a film/movie production.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-13
S63 Uniform Securities Agent State Law Examination 2002-03-07
  • S66 Uniform Combined State Law Examination
    2005-12-13
  • S63 Uniform Securities Agent State Law Examination
    2002-03-07
Designations
Other Names
  • Phil Verde
  • Philip Mario Verde

View on SEC IAPD

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