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Maxwell Lewis Oglander

Truist Advisory Services, Inc.

Tampa, 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 2018-08-01
  • FL RA
    APPROVED
    Since 2018-08-01

Branch Locations

401 East Jackson Street 20Th Floor, Tampa, FL 33602 • 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
Axa Equitable, Llc New York NY 01/2017 11/2017
Ais Insurance And Financial Tampa FL 10/2016 01/2017
Rubin Brown St. Louis MO 08/2014 09/2016
Truist Advisory Services, Inc. Atlanta GA 01/2018 Present
  • 01/2017 → 11/2017
    Axa Equitable, Llc
    New York, NY
  • 10/2016 → 01/2017
    Ais Insurance And Financial
    Tampa, FL
  • 08/2014 → 09/2016
    Rubin Brown
    St. Louis, MO
  • 01/2018 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-17
  • S65 Uniform Investment Adviser Law Examination
    2018-07-17
Designations
Other Names
  • Max Lewis Oglander
  • Maxwell Oglander

View on SEC IAPD

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