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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-05
  • NC RA
    APPROVED
    Since 2026-01-05

Branch Locations

214 N Tryon Street, Charlotte, NC 28202 • 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
Wells Fargo Learning Services Llc Charlotte NC 05/2022 03/2025
Wells Fargo Charlotte NC 09/2019 05/2022
Amazon Concord NC 10/2018 08/2019
Papa Johns Boiling Springs NC 01/2018 09/2018
Bojangles Boiling Springs NC 03/2015 12/2017
Trust Investment Services, Inc Charlotee NC 03/2025 Present
Truist Advisory Services, I Nc. Charlotte NC 01/2026 Present
  • 05/2022 → 03/2025
    Wells Fargo Learning Services Llc
    Charlotte, NC
  • 09/2019 → 05/2022
    Wells Fargo
    Charlotte, NC
  • 10/2018 → 08/2019
    Amazon
    Concord, NC
  • 01/2018 → 09/2018
    Papa Johns
    Boiling Springs, NC
  • 03/2015 → 12/2017
    Bojangles
    Boiling Springs, NC
  • 03/2025 → Present
    Trust Investment Services, Inc
    Charlotee, NC
  • 01/2026 → Present
    Truist Advisory Services, I Nc.
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-29
S63 Uniform Securities Agent State Law Examination 2022-09-02
  • S65 Uniform Investment Adviser Law Examination
    2025-12-29
  • S63 Uniform Securities Agent State Law Examination
    2022-09-02

View on SEC IAPD

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