Best Investors Account Sign in
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-05-04
TX RA APPROVED 2019-07-09
FL RA APPROVED 2017-10-04
  • RI RA
    APPROVED
    Since 2026-05-04
  • TX RA
    APPROVED
    Since 2019-07-09
  • FL RA
    APPROVED
    Since 2017-10-04

Branch Locations

601 W Platt St, Tampa, FL 33606 • 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
Suntrust Tarpon Springs FL 07/2011 06/2017
Suntrust Investment Services, Inc. Atlanta GA 06/2017 11/2017
Suntrust Advisory Services, Inc./Truist Advisory Services, Inc. Tampa FL 07/2017 Present
Truist Investment Services, Inc. Tampa FL 11/2017 Present
  • 07/2011 → 06/2017
    Suntrust
    Tarpon Springs, FL
  • 06/2017 → 11/2017
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 07/2017 → Present
    Suntrust Advisory Services, Inc./Truist Advisory Services, Inc.
    Tampa, FL
  • 11/2017 → Present
    Truist Investment Services, Inc.
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-14
S63 Uniform Securities Agent State Law Examination 2014-05-10
  • S65 Uniform Investment Adviser Law Examination
    2017-08-14
  • S63 Uniform Securities Agent State Law Examination
    2014-05-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor