Best Investors Account Sign in
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-26
  • FL RA
    APPROVED
    Since 2025-02-26

Branch Locations

201 Alhambra Cir Fl 14, Coral Gables, FL 33134 • 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
E*Trade Securities Llc Temple Terrace FL 01/2022 04/2024
Miami Learning Experience School Miami FL 01/2017 02/2018
Water Leak Detectors Inc. Miami FL 02/2018 07/2018
Tallahassee Community College Tallahassee FL 08/2018 05/2019
Florida State University Tallahassee FL 08/2019 08/2021
Water Leak Detectors Inc Miami FL 05/2020 08/2020
Water Leak Detectors Inc Miami FL 09/2021 12/2021
Covalent Tallahassee FL 11/2019 01/2020
Miami-Dade College Miami FL 08/2017 06/2018
St. Brenden High School Miami FL 08/2016 06/2017
Morgan Stanley Temple Terrace FL 09/2023 04/2024
Truist Investment Services.INc Coral Gables FL 08/2024 03/2025
Unemployed Miami FL 04/2024 08/2024
Truist Advisory Services, Inc. Coral Gables FL 02/2025 Present
Truist Investment Services, Inc. Coral Gables FL 03/2025 Present
  • 01/2022 → 04/2024
    E*Trade Securities Llc
    Temple Terrace, FL
  • 01/2017 → 02/2018
    Miami Learning Experience School
    Miami, FL
  • 02/2018 → 07/2018
    Water Leak Detectors Inc.
    Miami, FL
  • 08/2018 → 05/2019
    Tallahassee Community College
    Tallahassee, FL
  • 08/2019 → 08/2021
    Florida State University
    Tallahassee, FL
  • 05/2020 → 08/2020
    Water Leak Detectors Inc
    Miami, FL
  • 09/2021 → 12/2021
    Water Leak Detectors Inc
    Miami, FL
  • 11/2019 → 01/2020
    Covalent
    Tallahassee, FL
  • 08/2017 → 06/2018
    Miami-Dade College
    Miami, FL
  • 08/2016 → 06/2017
    St. Brenden High School
    Miami, FL
  • 09/2023 → 04/2024
    Morgan Stanley
    Temple Terrace, FL
  • 08/2024 → 03/2025
    Truist Investment Services.INc
    Coral Gables, FL
  • 04/2024 → 08/2024
    Unemployed
    Miami, FL
  • 02/2025 → Present
    Coral Gables, FL
  • 03/2025 → Present
    Truist Investment Services, Inc.
    Coral Gables, FL
Other Businesses

CAMP UOTS INC. POSITION: Director NATURE: CAMP UOTS INC. is to provide pediatric cancer patients, survivors and their supporters with the opportunity to participate in, and benefit from complimentary and medically-sound programs that foster joy, dignity, and friendship. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2026 ADDRESS: Coral Gables FL, United States DESCRIPTION: My Responsibilities entail the management of CAMP UOTS INC activities/ events year-round. Also, I am currently involved in fundraising for the non-profit organization.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-12
S63 Uniform Securities Agent State Law Examination 2024-02-20
  • S66 Uniform Combined State Law Examination
    2025-02-12
  • S63 Uniform Securities Agent State Law Examination
    2024-02-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Coral Gables, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor