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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-02 |
| VA | RA | APPROVED | 2016-09-15 |
Branch Locations
45 Powder Creek Ln Fl 1, Lane Rocky Mount, VA 24151 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services | Atlanta | GA | 06/2015 | Present |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | Present |
ROADIE, INC POSITION: Delivery person NATURE: Delivery services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/22/2025 ADDRESS: Roanoke VA, United States DESCRIPTION: Pick up and deliver purchased items.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-15 |
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