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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 2025-09-03
GA RA APPROVED 2023-11-13
  • TX RA
    APPROVED
    Since 2025-09-03
  • GA RA
    APPROVED
    Since 2023-11-13

Branch Locations

33 Bull St Fl 3, Savannah, GA 31401 • 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
Truist Investments Savannah GA 03/2022 Present
Investment Performance Services Savannah GA 12/2020 03/2022
Bb&T Savannah GA 05/2019 12/2020
Bb&T Newnan GA 02/2019 05/2019
Full Time Student Statesboro GA 01/2018 01/2019
Renasant Bank Stateboro GA 06/2017 01/2018
R.J. Pope Menswear Statesboro GA 08/2015 06/2017
  • 03/2022 → Present
    Truist Investments
    Savannah, GA
  • 12/2020 → 03/2022
    Investment Performance Services
    Savannah, GA
  • 05/2019 → 12/2020
    Bb&T
    Savannah, GA
  • 02/2019 → 05/2019
    Bb&T
    Newnan, GA
  • 01/2018 → 01/2019
    Full Time Student
    Statesboro, GA
  • 06/2017 → 01/2018
    Renasant Bank
    Stateboro, GA
  • 08/2015 → 06/2017
    R.J. Pope Menswear
    Statesboro, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-03
  • S66 Uniform Combined State Law Examination
    2023-11-03

View on SEC IAPD

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