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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-05-02
RI RA APPROVED 2023-04-13
PA RA APPROVED 2021-02-17
  • TX RA
    APPROVED_RES
    Since 2023-05-02
  • RI RA
    APPROVED
    Since 2023-04-13
  • PA RA
    APPROVED
    Since 2021-02-17

Branch Locations

150 S Warner Rd Ste 200, King Of Prussia, PA 19406 • 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
Bbtis Berwyn PA 07/2016 01/2021
Bb&T Securities, Llc Collegeville PA 01/2018 01/2021
Bb&T Securities, Llc. King Of Prussia PA 01/2021 02/2021
Truist Investment Services, Inc. Collegeville PA 02/2021 03/2023
Truist Advisory Services, Inc. Atlanta GA 02/2021 03/2023
Truist Advisory Services, Inc. King Of Prussia PA 03/2023 Present
Truist Investment Services, Inc. King Of Prussia PA 03/2023 Present
  • 07/2016 → 01/2021
    Bbtis
    Berwyn, PA
  • 01/2018 → 01/2021
    Bb&T Securities, Llc
    Collegeville, PA
  • 01/2021 → 02/2021
    Bb&T Securities, Llc.
    King Of Prussia, PA
  • 02/2021 → 03/2023
    Truist Investment Services, Inc.
    Collegeville, PA
  • 02/2021 → 03/2023
    Atlanta, GA
  • 03/2023 → Present
    King Of Prussia, PA
  • 03/2023 → Present
    Truist Investment Services, Inc.
    King Of Prussia, PA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Allentown, PA
    King Of Prussia, PA
    Collegeville, PA
    Severna Park, MD
    West Chester, PA
    Richmond, VA
  • 2016-07-13 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Allentown, PA
    King Of Prussia, PA
    Collegeville, PA
  • 2014-01-24 → 2016-07-12
    Berwyn, PA
  • 2014-01-21 → 2014-02-06
    Cetera Investment Services Llc
    Berwyn, PA
    West Chester, PA
    West Chester, PA
    Paoli, PA
    King Of Prussia, PA
    Philadelphia, PA
    East Norristown, PA
    Philadelphia, PA
  • 2013-08-15 → 2014-01-10
    Conshohocken, PA
Other Businesses

LANDLORD POSITION: owner NATURE: Owner/Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2017 ADDRESS: Conshohoken PA, United States DESCRIPTION: Leasing residential property. UNITED STATES NAVY POSITION: CDR NATURE: National Security. INVESTMENT RELATED: No NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 336 START DATE: 07/11/2016 ADDRESS: Washington DC, United States DESCRIPTION: One weekend per month, two weeks per calendar year of military training.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-15
  • S66 Uniform Combined State Law Examination
    2013-08-15

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