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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-09-15
  • NC RA
    APPROVED
    Since 2022-09-15

Branch Locations

3318 W Friendly Ave Fl 3, Greensboro, NC 27410 • 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
Bank Of America, N.A. Winston Salem NC 10/2015 03/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Winston Salem NC 10/2015 03/2021
First Citizens Investor Services Raleigh NC 02/2022 08/2022
Charter Communications- Spectrum Enterprise Greensboro NC 03/2021 02/2022
First Citizens Bank High Point NC 02/2022 08/2022
Truist Investment Services Inc. Greensboro NC 09/2022 Present
Truist Advisory Services Inc. Greensboro NC 09/2022 Present
  • 10/2015 → 03/2021
    Bank Of America, N.A.
    Winston Salem, NC
  • 10/2015 → 03/2021
    Winston Salem, NC
  • 02/2022 → 08/2022
    First Citizens Investor Services
    Raleigh, NC
  • 03/2021 → 02/2022
    Charter Communications- Spectrum Enterprise
    Greensboro, NC
  • 02/2022 → 08/2022
    First Citizens Bank
    High Point, NC
  • 09/2022 → Present
    Truist Investment Services Inc.
    Greensboro, NC
  • 09/2022 → Present
    Greensboro, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-09
  • S66 Uniform Combined State Law Examination
    2014-01-09

View on SEC IAPD

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