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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-18
  • FL RA
    APPROVED
    Since 2023-10-18

Branch Locations

7544 Chancellor Drive, Orlando, FL 32809 • 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
Florida Financial Advisors Orlando FL 08/2022 10/2022
Tutor.cOm Orlando FL 05/2022 07/2022
Miami University Oxford OH 08/2018 05/2022
Beachwood High School Beachwood OH 08/2014 05/2018
Ford's Garage Kissimmee FL 05/2021 08/2021
Truist Advisory Services Inc. Orlanod FL 07/2023 Present
Truist Bank Ocoee FL 10/2022 07/2023
Truist Investment Services Inc. Orlando FL 07/2023 Present
  • 08/2022 → 10/2022
    Florida Financial Advisors
    Orlando, FL
  • 05/2022 → 07/2022
    Tutor.cOm
    Orlando, FL
  • 08/2018 → 05/2022
    Miami University
    Oxford, OH
  • 08/2014 → 05/2018
    Beachwood High School
    Beachwood, OH
  • 05/2021 → 08/2021
    Ford's Garage
    Kissimmee, FL
  • 07/2023 → Present
    Orlanod, FL
  • 10/2022 → 07/2023
    Truist Bank
    Ocoee, FL
  • 07/2023 → Present
    Truist Investment Services Inc.
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-09-29
S65 Uniform Investment Adviser Law Examination 2022-08-08
  • S63 Uniform Securities Agent State Law Examination
    2023-09-29
  • S65 Uniform Investment Adviser Law Examination
    2022-08-08

View on SEC IAPD

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