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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-03
VA RA APPROVED 2022-05-11
  • TX RA
    APPROVED
    Since 2026-02-03
  • VA RA
    APPROVED
    Since 2022-05-11

Branch Locations

1400 Post Oak Blvd Fl 7, Houston, TX 77056 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Now Truist Vienna VA 04/2015 01/2022
Truist Investment Services, Inc. Bethesda MD 01/2022 09/2025
Truist Investment Services.INc Arlington VA 09/2025 Present
Truist Advisory Services, Inc Arlington VA 09/2025 Present
  • 04/2015 → 01/2022
    Suntrust Now Truist
    Vienna, VA
  • 01/2022 → 09/2025
    Truist Investment Services, Inc.
    Bethesda, MD
  • 09/2025 → Present
    Truist Investment Services.INc
    Arlington, VA
  • 09/2025 → Present
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-04
  • S66 Uniform Combined State Law Examination
    2022-05-04

View on SEC IAPD

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