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Kristi Lynn Bailey

Truist Advisory Services, Inc.

Spring Hill, FL

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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 2025-05-28
  • FL RA
    APPROVED
    Since 2025-05-28

Branch Locations

4066 Commercial Way, Spring Hill, FL 34606 • 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
Wells Fargo Bank Na Oakwood GA 01/2013 02/2025
Wells Fargo Advisors, Llc. Oakwood GA 03/2014 11/2016
Wells Fargo Clearing Services, Llc Oakwood GA 11/2016 02/2025
Truist Investment Services, Inc Spring Hill FL 03/2025 Present
Truist Advisory Services, Inc Spring Hill FL 03/2025 Present
Previous Registrations
  • 2014-09-22 → 2025-03-06
    Wells Fargo Clearing Services, Llc
    Oakwood, GA
    Savannah, GA
    Spring Hill, FL
    Orlando, FL
    Atlanta, GA
    Atlanta, GA
    Gainesville, GA
    Monroe, GA
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-19
S63 Uniform Securities Agent State Law Examination 1996-05-01
  • S66 Uniform Combined State Law Examination
    2014-09-19
  • S63 Uniform Securities Agent State Law Examination
    1996-05-01
Other Names
  • Kristi Lynn Westmoreland
  • Kristi Lynn Wurth
  • Kristi Lynn Bailey
  • Kristi L Bailey

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DOUGHERTY INVESTMENT ADVISORS

Other Investors

RYAN PATRICK MCCLELLAND
Michael John Rossetti
JOSEPH K HOFMEISTER
Basil George Allison
ANTHONY JOHN RUSSO
HOPE LYNN DURYEA
JOSEPH ROBERT RETTIG
KAREN ELIZABETH RELYEA

Other Offices

J. W. COLE ADVISORS, INC. · SPRING HILL, FL
AE WEALTH MANAGEMENT, LLC · Spring Hill, FL
OSAIC WEALTH, INC. · SPRING HILL, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SPRING HILL, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Spring Hill, FL
RAYMOND JAMES & ASSOCIATES, INC. · SPRING HILL, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WEEKI WACHEE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WEEKI WACHEE, FL

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