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Karlo David Rodriguez

Truist Advisory Services, Inc.

Knoxville, TN

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-27
  • TN RA
    APPROVED
    Since 2025-03-27

Branch Locations

900 South Gay Street, Knoxville, TN 37902 • 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
Usi Consulting Group Glastonbury CT 09/2017 10/2021
Rarity Bay Vonore TN 06/2015 08/2017
Truist Investment Services, Inc. Knoxville TN 10/2024 Present
The Trust Company Of Tennessee Knoxville TN 10/2021 10/2024
Truist Advisory Services, Inc. Knoxville TN 03/2025 Present
  • 09/2017 → 10/2021
    Usi Consulting Group
    Glastonbury, CT
  • 06/2015 → 08/2017
    Rarity Bay
    Vonore, TN
  • 10/2024 → Present
    Truist Investment Services, Inc.
    Knoxville, TN
  • 10/2021 → 10/2024
    The Trust Company Of Tennessee
    Knoxville, TN
  • 03/2025 → Present
    Truist Advisory Services, Inc.
    Knoxville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-22
  • S66 Uniform Combined State Law Examination
    2025-03-22

View on SEC IAPD

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Other Investors

WILLIAM HANKINS
JAMES COFFEY
GARY J MORRIS
WILLIAM MICHAEL HOTZFIELD
HUNTER NICHOLSON
ROBERT SASS
JONATHAN LOVE
HUNTER ROCK

Other Offices

STRATEGIC ADVISERS LLC · KNOXVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN
FIFTH THIRD SECURITIES, INC. · KNOXVILLE, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · Farragut, TN
TRUIST ADVISORY SERVICES, INC. · KNOXVILLE, TN
PFS INVESTMENTS INC. · KNOXVILLE, TN
EDWARD JONES · KNOXVILLE, TN

More in Knoxville, TN

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