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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 2024-08-29
  • GA RA
    APPROVED
    Since 2024-08-29

Branch Locations

303 Peachtree Street Ne 15Th Floor, Atlanta, GA 30308 • 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
Covia Santa Rosa CA 03/2017 03/2018
Bohemian Grove Santa Rosa CA 06/2019 07/2019
Heavener School Of Business Gainesville FL 08/2022 01/2023
Truist Investment Services, Inc. Charlotte NC 06/2022 08/2022
University Of Florida Gainesville FL 01/2023 07/2023
University Of Florida Gaiensville FL 07/2019 06/2022
Maria Carrillo High School Santa Rosa CA 08/2015 06/2019
Truist Investment Services, Inc. Charlotte NC 07/2023 Present
Truist Advisory Services,Inc Charlotte NC 11/2023 Present
  • 03/2017 → 03/2018
    Covia
    Santa Rosa, CA
  • 06/2019 → 07/2019
    Bohemian Grove
    Santa Rosa, CA
  • 08/2022 → 01/2023
    Heavener School Of Business
    Gainesville, FL
  • 06/2022 → 08/2022
    Truist Investment Services, Inc.
    Charlotte, NC
  • 01/2023 → 07/2023
    University Of Florida
    Gainesville, FL
  • 07/2019 → 06/2022
    University Of Florida
    Gaiensville, FL
  • 08/2015 → 06/2019
    Maria Carrillo High School
    Santa Rosa, CA
  • 07/2023 → Present
    Truist Investment Services, Inc.
    Charlotte, NC
  • 11/2023 → Present
    Truist Advisory Services,Inc
    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

View on SEC IAPD

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