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Bianca Magnolia Lohman

Truist Advisory Services, Inc.

Acworth, GA

CRD 2693396

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2016-09-19
  • GA RA
    APPROVED
    Since 2016-09-19

Branch Locations

Acworth, GA • 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 Securities, Inc Atlanta GA 08/2004 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 08/2004 → Present
    Suntrust Securities, Inc
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Other Businesses

ONELIFE FITNESS POSITION: Group Fitness Instructor NATURE: OneLife Fitness is a Fitness Facility / Gym INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2018 ADDRESS: Alpharetta GA, United States DESCRIPTION: teaching group fitness classes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-20
S63 Uniform Securities Agent State Law Examination 2001-10-18
  • S66 Uniform Combined State Law Examination
    2005-09-20
  • S63 Uniform Securities Agent State Law Examination
    2001-10-18
Other Names
  • Bianca Magnolia Delacruz
  • Magnolia Delacruz
  • Bianca Magnolia Theurer
  • Bianca Magnolia Theurer

View on SEC IAPD

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