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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-10-22
  • PA RA
    APPROVED
    Since 2020-10-22

Branch Locations

1570 Manheim Pike Fl 1, Lancaster, PA 17601 • 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
Bb&T Bank Lancaster PA 08/2016 01/2019
Bb&T Investment Services, Inc. Charlotte NC 08/2016 Present
Bb&T Securities, Llc Richmond VA 01/2018 Present
Bb&T Lancaster PA 01/2019 Present
Suntrust Investment Advisors, Inc. Atlanta GA 10/2020 Present
Suntrust Advisory Services, Inc. Atlanta GA 10/2020 Present
  • 08/2016 → 01/2019
    Bb&T Bank
    Lancaster, PA
  • 08/2016 → Present
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 01/2018 → Present
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → Present
    Bb&T
    Lancaster, PA
  • 10/2020 → Present
    Suntrust Investment Advisors, Inc.
    Atlanta, GA
  • 10/2020 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Lancaster, PA
    Richmond, VA
  • 2016-09-09 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Lancaster, PA
  • 2012-10-19 → 2016-09-16
    Lititz, PA
    Lancaster, PA
    Camp Hill, PA
    Camp Hill, PA
    Lancaster, PA
Other Businesses

RENTAL REAL ESTATE POSITION: Landlord NATURE: Renting previous home as an investment property. I own the property and generate rent income from my current tenants. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/26/2018 ADDRESS: 630 petersburg road, lancaster PA 17601

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-12
  • S66 Uniform Combined State Law Examination
    2011-07-12
Designations

View on SEC IAPD

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