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Andrew Lloyd Coates

Truist Advisory Services, Inc.

South Daytona, 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 2025-11-17
  • FL RA
    APPROVED
    Since 2025-11-17

Branch Locations

2580 S Ridgewood Ave, South Daytona, FL 32174 • 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
Truist Investment Serivices, Inc. South Daytona FL 10/2025 Present
Ffva Mutual Maitland FL 05/2023 10/2025
Brown And Brown Insurance Daytona Beach FL 02/2014 04/2023
Truist Advisory Services, Inc. South Daytona FL 11/2025 Present
  • 10/2025 → Present
    Truist Investment Serivices, Inc.
    South Daytona, FL
  • 05/2023 → 10/2025
    Ffva Mutual
    Maitland, FL
  • 02/2014 → 04/2023
    Brown And Brown Insurance
    Daytona Beach, FL
  • 11/2025 → Present
    Truist Advisory Services, Inc.
    South Daytona, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-05
S65 Uniform Investment Adviser Law Examination 2025-07-24
  • S63 Uniform Securities Agent State Law Examination
    2025-12-05
  • S65 Uniform Investment Adviser Law Examination
    2025-07-24

View on SEC IAPD

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EDWARD JONES
PFS INVESTMENTS INC.
THE STRATEGIC FINANCIAL ALLIANCE, INC.
EAGLE STRATEGIES LLC

Other Investors

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Brian L. Peterson
James J. Tully
Thomas Joseph Ventura
THOMAS EDWARD KEALY
Timothy Kuzma
PEDRO QUENTO DASH
PAUL DAVID STELTER

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · South Daytona, FL
J.P. MORGAN SECURITIES LLC · Daytona Beach Shores, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Daytona Beach, FL
WELLS FARGO CLEARING SERVICES, LLC · DAYTONA BEACH, FL
EDWARD JONES · DAYTONA BEACH, FL
PFS INVESTMENTS INC. · DAYTONA BEACH, FL
THE STRATEGIC FINANCIAL ALLIANCE, INC. · DAYTONA BEACH, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Daytona Beach, FL

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