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Jorge De La Cruz

Truist Advisory Services, Inc.

Wind Gap, PA

CRD 7646612

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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
PA RA APPROVED 2023-05-03
  • PA RA
    APPROVED
    Since 2023-05-03

Branch Locations

Wind Gap, PA • 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
Truist Investment Servives,Inc Allentown PA 10/2022 Present
Truist Bank East Stroudsburg PA 01/2021 10/2022
Truist Bank East Stroudsburg PA 07/2019 01/2021
Strabucks East Stroudsburg PA 05/2016 07/2019
  • 10/2022 → Present
    Truist Investment Servives,Inc
    Allentown, PA
  • 01/2021 → 10/2022
    Truist Bank
    East Stroudsburg, PA
  • 07/2019 → 01/2021
    Truist Bank
    East Stroudsburg, PA
  • 05/2016 → 07/2019
    Strabucks
    East Stroudsburg, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-02
  • S66 Uniform Combined State Law Examination
    2023-05-02
Other Names
  • Jorge Delacruz

View on SEC IAPD

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