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Javier Fabio Dadan

Truist Advisory Services, Inc.

Boca Raton, FL

CRD 5161498

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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
FL RA APPROVED 2016-11-22
  • FL RA
    APPROVED
    Since 2016-11-22

Branch Locations

1 Town Center Rd Ste 200, Boca Raton, FL 33486 • 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
Suntrust Investment Services, Inc Atlanta GA 08/2013 07/2018
Suntrust Bank Delray Beach FL 07/2013 07/2018
Suntrust Advisory Services Atlanta GA 09/2016 07/2018
Suntrust Bank Palm Beach FL 07/2018 Present
Suntrust Investment Services, Inc. Atlanta GA 07/2018 Present
Suntrust Advisory Services, Inc. Atlanta GA 07/2018 Present
  • 08/2013 → 07/2018
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 07/2013 → 07/2018
    Suntrust Bank
    Delray Beach, FL
  • 09/2016 → 07/2018
    Suntrust Advisory Services
    Atlanta, GA
  • 07/2018 → Present
    Suntrust Bank
    Palm Beach, FL
  • 07/2018 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 07/2018 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-10
S63 Uniform Securities Agent State Law Examination 2008-09-24
  • S65 Uniform Investment Adviser Law Examination
    2016-11-10
  • S63 Uniform Securities Agent State Law Examination
    2008-09-24
Other Names
  • Javier Dadan
  • Javier F Dadan

View on SEC IAPD

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