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

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-10-18
  • VA RA
    APPROVED
    Since 2025-10-18

Branch Locations

919 E Main St Fl 7, Richmond, VA 23219 • 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. Charlotte NC 07/2022 10/2023
Bojangles Blythewood SC 11/2017 03/2018
Zoes Kitchen Columbia SC 03/2019 09/2019
Univeristy Of South Carolina Columbia SC 07/2019 03/2020
Univeristy Of South Carolina Columbia SC 03/2020 08/2021
Brighthouse Financial Charlotte NC 06/2021 08/2021
Univeristy Of South Carolina Columbia SC 08/2021 06/2022
Blythewood High School Blythewood SC 06/2015 09/2017
Unemployed Columbia SC 03/2018 03/2019
Truist Advisory Services, Inc. Charlotte NC 12/2022 10/2023
Truist Bank Charlotte NC 07/2022 Present
Truist Investment Services, Inc. Mclean VA 10/2025 Present
Truist Advisory Services, Inc Mclean VA 10/2025 Present
  • 07/2022 → 10/2023
    Truist Investment Services, Inc.
    Charlotte, NC
  • 11/2017 → 03/2018
    Bojangles
    Blythewood, SC
  • 03/2019 → 09/2019
    Zoes Kitchen
    Columbia, SC
  • 07/2019 → 03/2020
    Univeristy Of South Carolina
    Columbia, SC
  • 03/2020 → 08/2021
    Univeristy Of South Carolina
    Columbia, SC
  • 06/2021 → 08/2021
    Brighthouse Financial
    Charlotte, NC
  • 08/2021 → 06/2022
    Univeristy Of South Carolina
    Columbia, SC
  • 06/2015 → 09/2017
    Blythewood High School
    Blythewood, SC
  • 03/2018 → 03/2019
    Unemployed
    Columbia, SC
  • 12/2022 → 10/2023
    Charlotte, NC
  • 07/2022 → Present
    Truist Bank
    Charlotte, NC
  • 10/2025 → Present
    Truist Investment Services, Inc.
    Mclean, VA
  • 10/2025 → Present
    Mclean, VA
Previous Registrations
Other Businesses

ROCSA POSITION: Founder NATURE: ROCSA was created to help small businesses in Washington DC fundraise to help keep their businesses running. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2025 ADDRESS: Alexandria VA, United States DESCRIPTION: I work with small businesses in Washington DC which are struggling to remain open or looking to scale with support from their community. I help them create organizers and who to reach out to for support in fundraising for their companies.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-03
S63 Uniform Securities Agent State Law Examination 2022-11-07
  • S65 Uniform Investment Adviser Law Examination
    2022-12-03
  • S63 Uniform Securities Agent State Law Examination
    2022-11-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Richmond, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor