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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-01-13
  • AL RA
    APPROVED
    Since 2026-01-13

Branch Locations

2501 20Th Pl S Ste 101, Birmingham, AL 35223 • 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 Bank, Na Roswell GA 09/2018 03/2025
Wells Fargo Clearing Services, Llc Roswell GA 05/2022 03/2025
The Church At Shelby Crossings Calera AL 01/2017 01/2021
Shelby Baptist Medical Center Alabaster AL 10/2015 12/2016
Truist Investemt Services, Inc Birmingham AL 04/2025 12/2025
Truist Advisory Serives, Inc Birmingham AL 04/2025 12/2025
Truist Investment Services, Inc. Birmingham AL 01/2026 Present
Truist Advisory Services, Inc. Birmingham AL 01/2026 Present
  • 09/2018 → 03/2025
    Wells Fargo Bank, Na
    Roswell, GA
  • 05/2022 → 03/2025
    Roswell, GA
  • 01/2017 → 01/2021
    The Church At Shelby Crossings
    Calera, AL
  • 10/2015 → 12/2016
    Shelby Baptist Medical Center
    Alabaster, AL
  • 04/2025 → 12/2025
    Truist Investemt Services, Inc
    Birmingham, AL
  • 04/2025 → 12/2025
    Truist Advisory Serives, Inc
    Birmingham, AL
  • 01/2026 → Present
    Truist Investment Services, Inc.
    Birmingham, AL
  • 01/2026 → Present
    Birmingham, AL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-20
  • S66 Uniform Combined State Law Examination
    2022-09-20
Other Names
  • Bret Hooten

View on SEC IAPD

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