Best Investors Account Sign in

Jonathan Patrick Holloway

Truist Advisory Services, Inc.

Cumming, 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 2023-04-17
  • GA RA
    APPROVED
    Since 2023-04-17

Branch Locations

214 Dahlonega Road, Cumming, GA 30040 • 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
Wells Fargo Advsiors, Llc. Flowery Brannch GA 07/2014 11/2016
Wells Fargo Bank Na Flowery Branch GA 09/2012 Present
Wells Fargo Clearing Services, Llc Flowery Brannch GA 11/2016 Present
  • 07/2014 → 11/2016
    Wells Fargo Advsiors, Llc.
    Flowery Brannch, GA
  • 09/2012 → Present
    Wells Fargo Bank Na
    Flowery Branch, GA
  • 11/2016 → Present
    Wells Fargo Clearing Services, Llc
    Flowery Brannch, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-18
S63 Uniform Securities Agent State Law Examination 2014-09-11
  • S65 Uniform Investment Adviser Law Examination
    2015-08-18
  • S63 Uniform Securities Agent State Law Examination
    2014-09-11
Other Names
  • Patrick Holloway

View on SEC IAPD

More in Cumming, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor