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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-09 |
| GA | RA | APPROVED | 2023-06-08 |
Branch Locations
3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Service, Inc. | Atlanta | GA | 09/2022 | 04/2025 |
| Sushiology | Kennesaw | GA | 07/2022 | 08/2022 |
| Legacy Franchise Concepts | Atlanta | GA | 01/2022 | 05/2022 |
| Honors Holdings Llc | Atlanta | GA | 02/2021 | 01/2022 |
| Etrade | Atlanta | GA | 09/2020 | 01/2021 |
| Sushiology | Kennesaw | GA | 01/2018 | 08/2020 |
| Brix On Main | Acworth | GA | 02/2017 | 12/2017 |
| Liberty National Insurance | Kennesaw | GA | 02/2017 | 07/2017 |
| Cabo Cantina | Atlanta | GA | 09/2016 | 01/2017 |
| Atkins Park Tavern | Atlanta | GA | 03/2016 | 09/2016 |
| Truist Advisory Services, Inc. | Atlanta | GA | 06/2023 | 04/2025 |
| Truist Investment Services, Inc. | Atlanta | GA | 04/2025 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 04/2025 | Present |
RIFE HOLDINGS GROUP, LLC. POSITION: OWNER NATURE: I play percussion for a local musician on weekends. We play gigs on the weekend outside of normal business hours. My ownership is shelled under Rife Holdings Group, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2023 ADDRESS: KENNESAW GA, United States DESCRIPTION: I set up musical equipment, play my instrument, and break down the equipment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-06 |
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