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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-03 |
| VA | RA | APPROVED | 2022-05-11 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-04 |
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