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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-09 |
| FL | RA | APPROVED | 2023-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journeys | Orlando | FL | 07/2013 | 10/2017 |
| Footlocker | Orlando | FL | 11/2017 | 11/2021 |
| Truist Bank | Ocoee | FL | 10/2017 | 07/2022 |
| Truist Investment Services Inc. | Orlando | FL | 07/2022 | 05/2025 |
| Truist Advisory Services Inc. | Orlando | FL | 07/2022 | Present |
| Truist Investment Services, Inc. | Orlando | FL | 05/2025 | Present |
RUNWAY TO HOPE POSITION: Board Member NATURE: The organization's mission is to support children & families, primarily in Central Florida, battling pediatric cancer, while seeking a cure. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: Orlando FL, United States DESCRIPTION: Fundraising, event administration and setup
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-09 |
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