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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2022-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Orlando | FL | 03/2010 | 11/2016 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2016 | 04/2018 |
| Suntrust Advisory Services Llc | Atlanta | GA | 11/2016 | 08/2022 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 04/2018 | 09/2018 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 09/2018 | 08/2022 |
| Truist Investment Services, Inc. | Greenville | SC | 08/2022 | 03/2025 |
| Truist Advisory Services, Inc. | Greenville | SC | 08/2022 | 03/2025 |
| Truist Investment Services, Inc. | Greenville | SC | 03/2025 | 05/2025 |
| Truist Advisory Services, Inc. | Greenville | SC | 03/2025 | Present |
| Truist Investment Services, Inc. | Greenville | SC | 05/2025 | Present |
NORWEX POSITION: Sales Consultant NATURE: Chemical free and environmentally friendly cleaning supplies for your home. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: Coppell TX, United States DESCRIPTION: An independent sales consultant for Norwex cleaning products. I will be eligible for a commission on any products I sell but do not have intentions on being very active. I am mainly joining for the discount on products to purchase for my own use.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-30 |
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