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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 2026-03-25
  • FL RA
    APPROVED
    Since 2026-03-25

Branch Locations

401 E Jackson St Fl 19, Tampa, FL 33602 • 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
Equitable Advisors, Llc New York NY 10/2022 02/2026
Jose Mendez - Building Management Brooklyn NY 01/2012 01/2017
Unemployed Brooklyn NY 02/2017 09/2022
Truist Investment Services, Inc. Tampa FL 03/2026 Present
  • 10/2022 → 02/2026
    New York, NY
  • 01/2012 → 01/2017
    Jose Mendez - Building Management
    Brooklyn, NY
  • 02/2017 → 09/2022
    Unemployed
    Brooklyn, NY
  • 03/2026 → Present
    Truist Investment Services, Inc.
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-06
  • S66 Uniform Combined State Law Examination
    2023-01-06

View on SEC IAPD

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