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Tania Condon Lawrence

Truist Advisory Services, Inc.

Atlanta, GA

CRD 7588520

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-08-25
  • GA RA
    APPROVED
    Since 2023-08-25

Branch Locations

3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326 • 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 Investment Services, Inc. Atlanta GA 06/2022 Present
Fulton County Schools Alpharetta GA 10/2018 05/2022
Homemaker Alpharetta GA 06/2017 10/2018
Lansing Central Scholl District Lansing NY 08/2012 06/2017
  • 06/2022 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 10/2018 → 05/2022
    Fulton County Schools
    Alpharetta, GA
  • 06/2017 → 10/2018
    Homemaker
    Alpharetta, GA
  • 08/2012 → 06/2017
    Lansing Central Scholl District
    Lansing, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-21
  • S66 Uniform Combined State Law Examination
    2023-08-21
Other Names
  • Tania Lawrence
  • Tania Condon

View on SEC IAPD

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