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Alan Glenn

Truist Advisory Services, Inc.

Mount Pleasant, SC

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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 2022-06-29
  • SC RA
    APPROVED
    Since 2022-06-29

Branch Locations

235 Macgrath 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
Msi Financial Services, Inc. Charlotte NC 03/2014 03/2017
Mml Investors Services, Llc Charlotte NC 03/2017 06/2019
Tiaa Charlotte NC 01/2020 06/2022
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 01/2020 06/2022
Unemployed Waxhaw NC 06/2019 12/2019
Truist Investment Services, Inc Mt Pleasant SC 06/2022 Present
Truist Advisory Services, Inc Mt Pleasant SC 06/2022 Present
  • 03/2014 → 03/2017
    Msi Financial Services, Inc.
    Charlotte, NC
  • 03/2017 → 06/2019
    Mml Investors Services, Llc
    Charlotte, NC
  • 01/2020 → 06/2022
    Tiaa
    Charlotte, NC
  • 01/2020 → 06/2022
    Tiaa-Cref Individual & Institutional Services, Llc
    Charlotte, NC
  • 06/2019 → 12/2019
    Unemployed
    Waxhaw, NC
  • 06/2022 → Present
    Truist Investment Services, Inc
    Mt Pleasant, SC
  • 06/2022 → Present
    Truist Advisory Services, Inc
    Mt Pleasant, SC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-03
S63 Uniform Securities Agent State Law Examination 2006-11-09
  • S66 Uniform Combined State Law Examination
    2020-08-03
  • S63 Uniform Securities Agent State Law Examination
    2006-11-09
Other Names
  • Alan Glenn Horowitz

View on SEC IAPD

Other Firms

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APOLLON FINANCIAL, LLC
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SAOS CAPITAL, LLC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
MORRIS FINANCIAL CONCEPTS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

ALEXANDRA GUNDRADA LUNDGREN
Josh Joseph Renda
JASON THOMAS ROSENER
OWEN HAYES MALCOLM
CHRISTOPHER MICHAEL BURKE
PAUL FRANCIS SPIZZUOCO
BRIAN JAMES WILEY
ROBERT HY GORMAN

Other Offices

APOLLON WEALTH MANAGEMENT, LLC · MOUNT PLEASANT, SC
APOLLON FINANCIAL, LLC · MOUNT PLEASANT, SC
JANNEY MONTGOMERY SCOTT LLC · Mt. Pleasant, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
CETERA INVESTMENT ADVISERS LLC · MT. PLEASANT, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC

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