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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 | 2023-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Capital Bank | Houston | TX | 08/2021 | 01/2022 |
| Texas Capital Bank Private Wealth Advisors | Houston | TX | 01/2022 | 05/2023 |
| Rsm | Austin | TX | 01/2021 | 03/2021 |
| University Of Mississippi | Oxford | MS | 08/2017 | 05/2021 |
| Llano Isd | Horseshoe Bay | TX | 01/2012 | 08/2017 |
| Truist Investment Services, Inc | Houston | TX | 05/2023 | Present |
| Truist Advisory Services, Inc. | Houston | TX | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-26 |
| S65 | Uniform Investment Adviser Law Examination | 2022-05-23 |
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