Alex Michael Fontana

Current Employers

Truist Advisory Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2021-08-09
LA	RA	APPROVED	2021-04-16
TX	RA	APPROVED	2021-04-15
FL	RA	APPROVED	2021-02-17

RI RA
APPROVED

Since 2021-08-09
LA RA
APPROVED

Since 2021-04-16
TX RA
APPROVED

Since 2021-04-15
FL RA
APPROVED

Since 2021-02-17

Branch Locations

4414 Sw College Rd Ste 1310, Ocala, FL 34474 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Bb&T Securities	Ocala	FL	10/2015	02/2021
Truist Investment Services, Inc.	Ocala	FL	02/2021	Present
Truist Advisory Services, Inc.	Atlanta	GA	02/2021	Present

10/2015 → 02/2021

Bb&T Securities

Ocala, FL
02/2021 → Present

Truist Investment Services, Inc.

Ocala, FL
02/2021 → Present

Truist Advisory Services, Inc.

Atlanta, GA

Previous Registrations

2015-10-14 → 2021-02-17

Bb&T Securities, Llc

Ocala, FL

Richmond, VA
2013-12-26 → 2015-10-15

Wells Fargo Clearing Services, Llc

Orlando, FL

Orlando, FL

Ocala, FL

Ocala, FL

Other Businesses

CRYSTAL FOUNTAIN, LLC POSITION: Partner NATURE: Rental Property. This LLC was created to limit liability of the rental property investments we want to own. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/23/2017 ADDRESS: 4505 SE 48th Place Road, Ocala FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-12-23

S66 Uniform Combined State Law Examination

2013-12-23

Designations

View on SEC IAPD