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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 2026-04-13
  • GA RA
    APPROVED
    Since 2026-04-13

Branch Locations

740 Battery Ave, Se Ste 8500, Atlanta, GA 30339 • 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 Securities Atlanta GA 07/2022 12/2025
High School Woodstock GA 08/2014 05/2018
Bradshaw Farms Barracudas Woodstock GA 05/2017 07/2017
Eagle Watch Eagle Rays Woodstock GA 05/2018 07/2018
Cherokee Recreation & Parks Agency Woodstock GA 05/2019 08/2019
University Of Georgia Athens GA 11/2019 01/2021
University Of Georgia Athens GA 08/2018 05/2022
University Of Georgia Athens GA 08/2020 12/2020
Jpmorgan Chase & Co Atlanta GA 06/2021 08/2021
Truist Investment Services, Inc Atlanta GA 01/2026 Present
Truist Advisory Services, Inc. Atlanta GA 04/2026 Present
  • 07/2022 → 12/2025
    Truist Securities
    Atlanta, GA
  • 08/2014 → 05/2018
    High School
    Woodstock, GA
  • 05/2017 → 07/2017
    Bradshaw Farms Barracudas
    Woodstock, GA
  • 05/2018 → 07/2018
    Eagle Watch Eagle Rays
    Woodstock, GA
  • 05/2019 → 08/2019
    Cherokee Recreation & Parks Agency
    Woodstock, GA
  • 11/2019 → 01/2021
    University Of Georgia
    Athens, GA
  • 08/2018 → 05/2022
    University Of Georgia
    Athens, GA
  • 08/2020 → 12/2020
    University Of Georgia
    Athens, GA
  • 06/2021 → 08/2021
    Jpmorgan Chase & Co
    Atlanta, GA
  • 01/2026 → Present
    Truist Investment Services, Inc
    Atlanta, GA
  • 04/2026 → Present
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-08
S63 Uniform Securities Agent State Law Examination 2022-08-26
  • S65 Uniform Investment Adviser Law Examination
    2026-04-08
  • S63 Uniform Securities Agent State Law Examination
    2022-08-26

View on SEC IAPD

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