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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 2016-11-22
  • FL RA
    APPROVED
    Since 2016-11-22

Branch Locations

4148 S Jog Rd, Lake Worth, FL 33467 • 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 04/2015 Present
Suntrust Bank Boca Raton FL 06/2015 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 04/2015 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 06/2015 → Present
    Suntrust Bank
    Boca Raton, FL
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Other Businesses

POSITION: LANDLORD NATURE: RENTAL PROPERTY INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2015 ADDRESS: GREENACRES, FL DESCRIPTION: LANDLORD FOR RESIDENCY PROPERTY

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-10
S63 Uniform Securities Agent State Law Examination 2010-11-23
  • S65 Uniform Investment Adviser Law Examination
    2016-11-10
  • S63 Uniform Securities Agent State Law Examination
    2010-11-23
Other Names
  • Joshua Dadan

View on SEC IAPD

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