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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 2025-10-22
  • GA RA
    APPROVED
    Since 2025-10-22

Branch Locations

303 Peachtree Street 2Nd Floor, 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
Transamerica Financial Advisors, Inc Cedar Rapids IA 02/2015 10/2025
Wfgia Cedar Rapids IA 01/2015 10/2025
Harry Ken Properties, Llc Lawrenceville GA 06/2018 04/2022
Dlm Holding Group Llc Lawrenceville GA 01/2020 04/2022
Truist Investment Services, Inc Atlanta GA 10/2025 Present
Truist Advisory Services, Inc Atlanta GA 10/2025 Present
  • 02/2015 → 10/2025
    Transamerica Financial Advisors, Inc
    Cedar Rapids, IA
  • 01/2015 → 10/2025
    Wfgia
    Cedar Rapids, IA
  • 06/2018 → 04/2022
    Harry Ken Properties, Llc
    Lawrenceville, GA
  • 01/2020 → 04/2022
    Dlm Holding Group Llc
    Lawrenceville, GA
  • 10/2025 → Present
    Truist Investment Services, Inc
    Atlanta, GA
  • 10/2025 → Present
    Atlanta, GA
Previous Registrations
  • 2015-02-16 → 2025-10-06
    Duluth, GA
    St. Petersburg, FL
    Johns Creek, GA
    Duluth, GA
    St Petersburg, FL
    Johns Creek, GA
    St Petersburg, FL
    Johns Creek, GA
    Cedar Rapids, IA
    Lawrenceville, GA
  • 2012-04-20 → 2015-01-06
    J P Turner & Company Capital Management, Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-04-17
S63 Uniform Securities Agent State Law Examination 2006-06-27
  • S65 Uniform Investment Adviser Law Examination
    2012-04-17
  • S63 Uniform Securities Agent State Law Examination
    2006-06-27

View on SEC IAPD

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