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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-10-30
  • GA RA
    APPROVED
    Since 2020-10-30

Branch Locations

295 Bullsboro Dr Fl 2, Newnan, GA 30263 • 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 Advisors, Llc Atlanta GA 07/2014 11/2016
Wells Fargo Clearing Services, Llc Atlanta GA 11/2016 07/2018
Bb&T Bank Atlanta GA 07/2018 01/2019
Bb&T Securities, Llc Richmond VA 07/2018 Present
Bb&T Fayetteville GA 01/2019 Present
Suntrust Investment Services, Inc. Atlanta GA 10/2020 Present
Suntrust Advisory Services, Inc. Atlanta GA 10/2020 Present
  • 07/2014 → 11/2016
    Wells Fargo Advisors, Llc
    Atlanta, GA
  • 11/2016 → 07/2018
    Wells Fargo Clearing Services, Llc
    Atlanta, GA
  • 07/2018 → 01/2019
    Bb&T Bank
    Atlanta, GA
  • 07/2018 → Present
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → Present
    Bb&T
    Fayetteville, GA
  • 10/2020 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 10/2020 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2018-09-21 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Atlanta, GA
    Fayetteville, GA
    Richmond, VA
Other Businesses

THE SCHOLARSHIP ACADEMY POSITION: Board Member NATURE: The Scholarship Academy's mission is to help students and their families to attend college with little or no debt. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 2220 Campbleton Road, Atlanta GA 30311

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-20
  • S66 Uniform Combined State Law Examination
    2018-09-20

View on SEC IAPD

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