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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-06-04
  • SC RA
    APPROVED
    Since 2024-06-04

Branch Locations

235 Magrath Darby Fl 3, Mount Pleasant, SC 29464 • 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
Citigroup Global Markets Inc. New York NY 07/2011 05/2024
Truist Investment Services, Inc. Mt Pleasant SC 05/2024 Present
Truist Advisory Services, Inc. Mt Pleasant SC 05/2024 Present
Previous Registrations
  • 2011-11-08 → 2024-06-03
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    Stamford, CT
    New York, NY
    New York, NY
    New York, NY
    New York, NY
  • 2021-11-16 → 2010-06-30
    Citi Private Alternatives, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-07
  • S66 Uniform Combined State Law Examination
    2011-11-07

View on SEC IAPD

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