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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 2018-08-06
  • NC RA
    APPROVED
    Since 2018-08-06

Branch Locations

214 N Tryon St Fl 33, Charlotte, NC 28202 • 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 Investment Services, Inc. Atlanta GA 06/2014 02/2021
Suntrust Bank Atlanta GA 05/2014 02/2021
Suntrust Advisory Services Atlanta GA 09/2016 02/2021
Truist Investment Services, Inc. Charlotte NC 02/2021 09/2021
Truist Advisory Services, Inc. Charlotte NC 02/2021 09/2021
Truist Investment Services, Inc Charlotte NC 09/2021 Present
Truist Advisory Services, Inc. Charlotte NC 09/2021 Present
  • 06/2014 → 02/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 05/2014 → 02/2021
    Suntrust Bank
    Atlanta, GA
  • 09/2016 → 02/2021
    Suntrust Advisory Services
    Atlanta, GA
  • 02/2021 → 09/2021
    Truist Investment Services, Inc.
    Charlotte, NC
  • 02/2021 → 09/2021
    Charlotte, NC
  • 09/2021 → Present
    Truist Investment Services, Inc
    Charlotte, NC
  • 09/2021 → Present
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-04
  • S66 Uniform Combined State Law Examination
    2014-09-04
Other Names
  • Charles Henry Jefts

View on SEC IAPD

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