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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 2025-08-11
  • FL RA
    APPROVED
    Since 2025-08-11

Branch Locations

7455 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
Raymond James & Associates, Inc. Winter Park FL 02/2013 10/2024
Truist Investment Services, Inc Orlando FL 07/2025 Present
Truist Advisory Services, Inc Orlando FL 07/2025 Present
Unemployed Orlando FL 10/2024 07/2025
Previous Registrations
  • 2013-02-13 → 2024-10-03
    Winter Park, FL
    St. Petersburg, FL
  • 2010-05-27 → 2013-02-13
    Morgan Keegan & Company, Llc
    Winter Park, FL
  • 2009-03-05 → 2010-05-19
    Truist Investment Services, Inc.
    Orlando, FL
    Orlando, FL
    Melbourne, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-25
S63 Uniform Securities Agent State Law Examination 2007-06-28
  • S66 Uniform Combined State Law Examination
    2009-02-25
  • S63 Uniform Securities Agent State Law Examination
    2007-06-28
Other Names
  • Stephen May

View on SEC IAPD

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