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Anthony Thomas Uvari

Truist Advisory Services, Inc.

West Palm Beach, 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 2023-01-13
  • FL RA
    APPROVED
    Since 2023-01-13

Branch Locations

250 S Australian Ave, West Palm Beach, FL 33401 • 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
Jp Morgan Chase Bank Royal Palm Beach FL 05/2010 03/2018
J.P. Morgan Securities Llc Royal Palm Beach FL 10/2012 03/2018
Wells Fargo Bank, Na Wellington FL 03/2020 12/2022
Wells Fargo Clearing Services, Llc Wellington FL 03/2020 12/2022
Purepoint Financial Palm Beach Gardens FL 03/2018 03/2020
Truist Advisory Services Inc. West Palm Beach FL 12/2022 Present
Truist Investment Services Inc. West Palm Beach FL 12/2022 Present
  • 05/2010 → 03/2018
    Jp Morgan Chase Bank
    Royal Palm Beach, FL
  • 10/2012 → 03/2018
    J.P. Morgan Securities Llc
    Royal Palm Beach, FL
  • 03/2020 → 12/2022
    Wells Fargo Bank, Na
    Wellington, FL
  • 03/2020 → 12/2022
    Wells Fargo Clearing Services, Llc
    Wellington, FL
  • 03/2018 → 03/2020
    Purepoint Financial
    Palm Beach Gardens, FL
  • 12/2022 → Present
    Truist Advisory Services Inc.
    West Palm Beach, FL
  • 12/2022 → Present
    Truist Investment Services Inc.
    West Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-07
  • S66 Uniform Combined State Law Examination
    2020-08-07
Other Names
  • Anthony T Uvari
  • Anthony Thomas Uvari
  • Anthony Uvari

View on SEC IAPD

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CIBC PRIVATE WEALTH ADVISORS, INC.
CRESSET ASSET MANAGEMENT, LLC

Other Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST
RYAN JOSEPH MCGOVERN
WAYNE JULIUS SAFRO
GEORGE S MAYER
SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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