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Michael Thomas Hoffmann

Truist Advisory Services, Inc.

Charlotte, NC

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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 2021-05-13
  • NC RA
    APPROVED
    Since 2021-05-13

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 Robinson Humphrey Atlanta GA 05/2014 07/2018
Suntrust Investment Service, Inc Atlanta GA 07/2018 04/2021
Truist Investment Services, Inc. Charlotte NC 04/2021 Present
Truist Advisory Services, Inc. Charlotte NC 05/2021 Present
  • 05/2014 → 07/2018
    Suntrust Robinson Humphrey
    Atlanta, GA
  • 07/2018 → 04/2021
    Suntrust Investment Service, Inc
    Atlanta, GA
  • 04/2021 → Present
    Truist Investment Services, Inc.
    Charlotte, NC
  • 05/2021 → Present
    Truist Advisory Services, Inc.
    Charlotte, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-08-29
  • S63 Uniform Securities Agent State Law Examination
    2014-08-29
Designations
Other Names
  • Michael Hoffmann

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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