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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hialeah | FL | 06/2016 | 05/2018 |
| Bank Of America, N.A. | Hialeah | FL | 06/2016 | 05/2018 |
| J.P. Morgan Securities Llc | Houston | TX | 04/2019 | 07/2023 |
| J.P. Morgan Chase Bank, N.A. | Houston | TX | 04/2019 | 07/2023 |
| Bank Of America, N.A. | Houston | TX | 05/2018 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 05/2018 | 04/2019 |
| Truist Investment Services, Inc | Houston | TX | 08/2023 | Present |
| Truist Advisory Services, Inc. | Houston | TX | 08/2023 | Present |
RG PROPERTY MANAGEMENT LLC POSITION: Owner NATURE: The LLC will be utilized to manage real estate property rentals. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2025 ADDRESS: Houston TX, United States DESCRIPTION: Owner of the LLC that will hold and manage RE properties. SMOOOTH, INC POSITION: Board of Director Member NATURE: Not for profit focusing on prevention of women violence. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/29/2025 ADDRESS: Houston TX, United States DESCRIPTION: Part of the board of directors and focusing on the operational side of the non-profit and idea for events. R AND R RE DEVELOPMENTS LLC POSITION: Manager NATURE: LLC for the sole purpose of rental of a property in Houston, TX INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2025 ADDRESS: Houston TX, United States DESCRIPTION: This LLC is just for rental purposes, not doing anything outside of just making sure property get leased and if there is any issues we address them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-16 |
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