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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 2022-05-03
  • GA RA
    APPROVED
    Since 2022-05-03

Branch Locations

303 Peachtree St, Ne Fl 15, Atlanta, GA 30308 • 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
Jp Morgan Chase Atlanta GA 06/2016 06/2019
Cadence Bank Atlanta GA 06/2019 12/2021
Truist Investment Services, Inc. Atlanta GA 12/2021 Present
Truist Advisory Services, Inc. Atlanta GA 12/2021 Present
  • 06/2016 → 06/2019
    Jp Morgan Chase
    Atlanta, GA
  • 06/2019 → 12/2021
    Cadence Bank
    Atlanta, GA
  • 12/2021 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 12/2021 → Present
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-02
  • S66 Uniform Combined State Law Examination
    2022-05-02

View on SEC IAPD

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