Jeffrey Charles Mc Closkey

Truist Advisory Services, Inc.

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Current Employers

Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-11-05
MD	RA	APPROVED	2016-09-13

TX RA
APPROVED_RES

Since 2025-11-05
MD RA
APPROVED

Since 2016-09-13

Branch Locations

7969 Tuckerman Ln, Potomac, MD 20854 • 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

Organization	City	State	From	To
Truist Investment Services, Inc	Atlanta	GA	07/2015	Present
Truist Advisory Services, Llc	Atlanta	GA	09/2016	Present

07/2015 → Present

Truist Investment Services, Inc

Atlanta, GA
09/2016 → Present

Truist Advisory Services, Llc

Atlanta, GA

Previous Registrations

2013-08-21 → 2015-08-04

Ameriprise Financial Services, Llc

Bethesda, MD

Vienna, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-08-21

S66 Uniform Combined State Law Examination

2013-08-21

Other Names

Jeffrey Charles Mccloskey

View on SEC IAPD

Other Firms

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Other Investors

LAURA DEAN PERKINS MARKOFF

JAMES CHRISTOPHER BROWN

HEATHER MCGOLERICK

KARL JACOB STIEGMANN

GARY RICHARD SOBELMAN

JAY MICHAEL WEINSTEIN

MICHELE GABRIELLE WALTHERT

Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD

WEALTHSPIRE ADVISORS · Potomac, MD

CHARLES SCHWAB & CO., INC. · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

EDWARD JONES · POTOMAC, MD

MORGAN STANLEY · POTOMAC, MD

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