Spencer Carpenter Iv

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → Present
  Suntrust Investment Services, Inc
  Atlanta, GA
• 08/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA

Previous Registrations

• 2014-11-14 → 2014-12-01
  Bb&T Investment Services, Inc.
  Lake Worth, FL
  Lantana, FL
  West Palm Beach, FL
  West Palm Beach, FL
  West Palm Beach, FL
  Charlotte, NC
  Palm Beach Gardens, FL
  Riviera Beach, FL

Other Businesses

RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2018 ADDRESS: , West Palm Beach FL , United States DESCRIPTION: Payment of property taxes and maintenance/ up keep 1200 BRICKELL BAY POSITION: Owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2021 ADDRESS: , Miami FL , United States DESCRIPTION: Management of property and tenant relationship. DUCK DONUTS POSITION: Owner NATURE: Co-owner of a Duck Donuts Franchise. There will be no day-to-day operation on my part. There will be a manager and teammates operation the shop. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: West Palm Beach FL, United States DESCRIPTION: Establish business location with landlord. Provide start-up funding. Monthly calls to discuss business progress.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-12