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Sean Patrick Mcpherson

Truist Advisory Services, Inc.

Atlanta, GA

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-08-22
  • GA RA
    APPROVED
    Since 2024-08-22

Branch Locations

303 Peachtree St, Ne Fl 2, Atlanta, GA 30308 • 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
E*Trade Securities Llc Alpharetta GA 09/2011 05/2017
Suntrust Investment Services Inc. Atlanta GA 05/2017 07/2023
Suntrust Advisory Services, Inc. Atlanta GA 05/2017 07/2023
Wells Fargo Clearing Services, Llc Cumming GA 07/2023 08/2024
Truist Investment Services, Inc Atlanta GA 08/2024 Present
Truist Advisory Services, Inc Atlanta GA 08/2024 Present
  • 09/2011 → 05/2017
    E*Trade Securities Llc
    Alpharetta, GA
  • 05/2017 → 07/2023
    Suntrust Investment Services Inc.
    Atlanta, GA
  • 05/2017 → 07/2023
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 07/2023 → 08/2024
    Wells Fargo Clearing Services, Llc
    Cumming, GA
  • 08/2024 → Present
    Truist Investment Services, Inc
    Atlanta, GA
  • 08/2024 → Present
    Truist Advisory Services, Inc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-22
  • S66 Uniform Combined State Law Examination
    2017-08-22
Other Names
  • Sean Mcpherson
  • Sean P. Mcpherson
  • Sean Patrick Mcpherson

View on SEC IAPD

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Other Investors

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SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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