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Adam Samuel Rife

Truist Advisory Services, Inc.

Atlanta, GA

CRD 7646793

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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
TX RA APPROVED_RES 2025-06-09
GA RA APPROVED 2023-06-08
  • TX RA
    APPROVED_RES
    Since 2025-06-09
  • GA RA
    APPROVED
    Since 2023-06-08

Branch Locations

3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2022 → 04/2025
    Truist Investment Service, Inc.
    Atlanta, GA
  • 07/2022 → 08/2022
    Sushiology
    Kennesaw, GA
  • 01/2022 → 05/2022
    Legacy Franchise Concepts
    Atlanta, GA
  • 02/2021 → 01/2022
    Honors Holdings Llc
    Atlanta, GA
  • 09/2020 → 01/2021
    Etrade
    Atlanta, GA
  • 01/2018 → 08/2020
    Sushiology
    Kennesaw, GA
  • 02/2017 → 12/2017
    Brix On Main
    Acworth, GA
  • 02/2017 → 07/2017
    Liberty National Insurance
    Kennesaw, GA
  • 09/2016 → 01/2017
    Cabo Cantina
    Atlanta, GA
  • 03/2016 → 09/2016
    Atkins Park Tavern
    Atlanta, GA
  • 06/2023 → 04/2025
    Atlanta, GA
  • 04/2025 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 04/2025 → Present
    Atlanta, GA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-06
  • S66 Uniform Combined State Law Examination
    2023-06-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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