Best Investors Account Sign in
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-11-01
  • NC RA
    APPROVED
    Since 2023-11-01

Branch Locations

214 N Tryon St Fl 33, Charlotte, NC 28210 • 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
Center Ice Arena Sandy Springs GA 08/2016 01/2022
Harrington Landscapes Granby CO 05/2020 08/2020
Kw Beverage - Budweiser Columbia SC 05/2021 08/2021
Truist Investment Services, Inc Charlotte NC 06/2022 08/2022
Truist Invesment Services, Inc. Charlotte NC 07/2023 05/2024
Marist School Atlanta GA 07/2013 05/2019
University Of South Carolina Columbia SC 06/2019 07/2023
Truist Advisory Services, Inc Charlotte NC 11/2023 05/2024
Truist Investment Services, Inc. Charlotte NC 05/2024 Present
Truist Advisory Services, Inc. Charlotte NC 05/2024 Present
  • 08/2016 → 01/2022
    Center Ice Arena
    Sandy Springs, GA
  • 05/2020 → 08/2020
    Harrington Landscapes
    Granby, CO
  • 05/2021 → 08/2021
    Kw Beverage - Budweiser
    Columbia, SC
  • 06/2022 → 08/2022
    Truist Investment Services, Inc
    Charlotte, NC
  • 07/2023 → 05/2024
    Truist Invesment Services, Inc.
    Charlotte, NC
  • 07/2013 → 05/2019
    Marist School
    Atlanta, GA
  • 06/2019 → 07/2023
    University Of South Carolina
    Columbia, SC
  • 11/2023 → 05/2024
    Charlotte, NC
  • 05/2024 → Present
    Truist Investment Services, Inc.
    Charlotte, NC
  • 05/2024 → Present
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-30
S63 Uniform Securities Agent State Law Examination 2023-10-02
  • S65 Uniform Investment Adviser Law Examination
    2023-10-30
  • S63 Uniform Securities Agent State Law Examination
    2023-10-02
Other Names
  • Cage

View on SEC IAPD

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor