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Patrick Shane Fitzpatrick

Truist Advisory Services, Inc.

Brooksville, 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 2016-09-01
  • FL RA
    APPROVED
    Since 2016-09-01

Branch Locations

1 E Jefferson St Fl 3, Brooksville, FL 34601 • 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
Suntrust Investment Services, Inc Atlanta GA 10/2013 03/2018
Suntrust Bank Brooksville FL 10/2013 03/2018
Suntrust Advisory Services, Inc. Atlanta GA 08/2016 Present
Suntrust Investment Services, Inc. Atlanta GA 03/2018 Present
Suntrust Bank Brooksville FL 03/2018 Present
  • 10/2013 → 03/2018
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 10/2013 → 03/2018
    Suntrust Bank
    Brooksville, FL
  • 08/2016 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 03/2018 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 03/2018 → Present
    Suntrust Bank
    Brooksville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-12
S63 Uniform Securities Agent State Law Examination 2011-03-17
  • S66 Uniform Combined State Law Examination
    2013-12-12
  • S63 Uniform Securities Agent State Law Examination
    2011-03-17
Other Names
  • Patrick Shane Fitzpatrick
  • Patrick Shane Fitzpatrick

View on SEC IAPD

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Other Investors

DAVID BRUNING GHINGHER
Broc Avery Valdez
Richard Luigi Shaw
DEBORAH J. MOEN
CHAD MICHAEL ROWLAND
ERIN KAYE REY
JUDITH GRECO
DANIEL LAWRENCE SULLIVAN

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · BROOKSVILLE, FL
EDWARD JONES · BROOKSVILLE, FL
TRUIST ADVISORY SERVICES, INC. · BROOKSVILLE, FL
TRUIST ADVISORY SERVICES, INC. · BROOKSVILLE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BROOKSVILLE, FL
EDWARD JONES · BROOKSVILLE, FL
LPL FINANCIAL LLC · SPRING HILL, FL
TRUIST ADVISORY SERVICES, INC. · BROOKSVILLE, FL

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