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Amy Sherrell Lindsey

Truist Advisory Services, Inc.

Brentwood, TN

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-03-13
  • TN RA
    APPROVED
    Since 2023-03-13

Branch Locations

5205 Maryland Way Suite 200, Brentwood, TN 37027 • 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 Charlotte NC 05/2016 02/2021
Bb&T Securities Richmond VA 09/2016 02/2021
Bb&T Securities, Llc Charlotte NC 01/2018 02/2021
Truist Investment Services, Inc. Charlotte NC 02/2021 06/2022
Truist Advisory Services, Inc. Charlotte NC 02/2021 06/2022
Truist Advisory Services, Inc. Charlotte NC 06/2022 09/2023
Truist Investment Services, Inc. Charlotte NC 06/2022 09/2023
Truist Investment Services, Inc. Knoxville TN 09/2023 Present
Truist Advisory Services, Inc. Knoxville TN 09/2023 Present
  • 05/2016 → 02/2021
    Bbtis
    Charlotte, NC
  • 09/2016 → 02/2021
    Bb&T Securities
    Richmond, VA
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Charlotte, NC
  • 02/2021 → 06/2022
    Truist Investment Services, Inc.
    Charlotte, NC
  • 02/2021 → 06/2022
    Truist Advisory Services, Inc.
    Charlotte, NC
  • 06/2022 → 09/2023
    Truist Advisory Services, Inc.
    Charlotte, NC
  • 06/2022 → 09/2023
    Truist Investment Services, Inc.
    Charlotte, NC
  • 09/2023 → Present
    Truist Investment Services, Inc.
    Knoxville, TN
  • 09/2023 → Present
    Truist Advisory Services, Inc.
    Knoxville, TN
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Richmond, VA
    Charlotte, NC
    Richmond, VA
  • 2016-02-10 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-09
  • S66 Uniform Combined State Law Examination
    2016-02-09
Other Names
  • Amy Elise Sherrell

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CALDWELL ADVISORS, LLC
TRANQUILITY PARTNERS, LLC
EDWARD JONES
SANCTUARY ADVISORS, LLC
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK
RELEVANCE CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC

Other Investors

BARRY KIRK MCCALL
BENJAMIN THOMAS BASS
STERLING AUSTIN COLEY
STEVE TU-RAN ALVERSON
AARON ALAN ZAUNER
David M Dorsett
BENTLEY YEISER LONDON
BILLY RAY CALDWELL

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN
CALDWELL ADVISORS, LLC · BRENTWOOD, TN
TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN
EDWARD JONES · BRENTWOOD, TN
SANCTUARY ADVISORS, LLC · Brentwood, TN
SANCTUARY ADVISORS, LLC · BRENTWOOD, TN
GLOBAL HEALTH AND WELLNESS INVESTMENT NETWORK · BRENTWOOD, TN
RELEVANCE CAPITAL MANAGEMENT, LLC · BRENTWOOD, TN

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