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Bethany Tanner

Truist Advisory Services, Inc.

Ponte Vedra, 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 2025-10-13
  • FL RA
    APPROVED
    Since 2025-10-13

Branch Locations

100 Sawgrass Corner Drive, Ponte Vedra, FL 32082 • 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
Morgan Stanley Atlanta GA 08/2013 07/2019
Jpmorgan Chase Bank Na Atlanta GA 07/2019 09/2025
Jpmorgan Securities Llc Atlanta GA 07/2019 09/2021
Truist Investment Services, Inc. Ponte Vedra FL 10/2025 Present
Regions Bank Jacksonville FL 09/2021 10/2025
Truist Advisory Services, Inc Ponte Verde FL 10/2025 Present
  • 08/2013 → 07/2019
    Morgan Stanley
    Atlanta, GA
  • 07/2019 → 09/2025
    Jpmorgan Chase Bank Na
    Atlanta, GA
  • 07/2019 → 09/2021
    Jpmorgan Securities Llc
    Atlanta, GA
  • 10/2025 → Present
    Truist Investment Services, Inc.
    Ponte Vedra, FL
  • 09/2021 → 10/2025
    Regions Bank
    Jacksonville, FL
  • 10/2025 → Present
    Truist Advisory Services, Inc
    Ponte Verde, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-08
S66 Uniform Combined State Law Examination 2009-11-19
  • S65 Uniform Investment Adviser Law Examination
    2025-09-08
  • S66 Uniform Combined State Law Examination
    2009-11-19
Other Names
  • Bethany Pietzak
  • Bethany Merrie Pietzak
  • Bethany Merrie Tanner

View on SEC IAPD

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BEVERLY PATRICK WHITMAN
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Other Offices

HIGHLAND INVESTMENT ADVISORS LLC · PONTE VEDRA, FL
MML INVESTORS SERVICES, LLC · Ponte Vedra, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Ponte Vedra, FL
EDWARD JONES · Ponte Vedra, FL
AE WEALTH MANAGEMENT, LLC · Ponte Vedra, FL
J.P. MORGAN SECURITIES LLC · Ponte Vedra, FL
LPL FINANCIAL LLC · PONTE VEDRA BEACH, FL
LIGHTHOUSE RETIREMENT · PONTE VEDRA, FL

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