Best Investors Account Sign in

Julia Brown Moody

Truist Advisory Services, Inc.

Bremen, GA

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-11-02
  • GA RA
    APPROVED
    Since 2023-11-02

Branch Locations

501 Alabama Ave S, Bremen, GA 30110 • 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 Douglasville GA 06/2014 03/2020
Bb&T Securities, Llc Douglasville GA 01/2018 03/2020
Regions Bank Douglasville GA 03/2020 10/2023
Cetera Investment Services Llc St Cloud MN 03/2020 10/2023
Cetera Investment Advisers Llc Douglasville GA 03/2020 10/2023
Truist Investment Services, Inc. Acworth GA 10/2023 Present
Truist Advisory Services, Inc. Acworth GA 10/2023 Present
  • 06/2014 → 03/2020
    Bbtis
    Douglasville, GA
  • 01/2018 → 03/2020
    Bb&T Securities, Llc
    Douglasville, GA
  • 03/2020 → 10/2023
    Regions Bank
    Douglasville, GA
  • 03/2020 → 10/2023
    Cetera Investment Services Llc
    St Cloud, MN
  • 03/2020 → 10/2023
    Cetera Investment Advisers Llc
    Douglasville, GA
  • 10/2023 → Present
    Truist Investment Services, Inc.
    Acworth, GA
  • 10/2023 → Present
    Truist Advisory Services, Inc.
    Acworth, GA
Previous Registrations
  • 2020-03-27 → 2023-10-31
    Cetera Investment Advisers Llc
    Douglasville, GA
  • 2018-01-02 → 2020-03-12
    Bb&T Securities, Llc
    Charlotte, NC
    Douglasville, GA
    Duluth, GA
  • 2014-11-17 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Douglasville, GA
    Duluth, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-13
S63 Uniform Securities Agent State Law Examination 2014-09-29
  • S65 Uniform Investment Adviser Law Examination
    2014-11-13
  • S63 Uniform Securities Agent State Law Examination
    2014-09-29
Other Names
  • Julia Kate Brown
  • Julie Brown Moody
  • Julia Moody
  • Julie Moody

View on SEC IAPD

More in Bremen, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor