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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-02-13
  • NC RA
    APPROVED
    Since 2023-02-13

Branch Locations

924 Kildaire Farm Rd Fl 2, Cary, NC 27511 • 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 Bank Raleigh NC 10/2012 10/2022
Truist Advisory Services Inc. Apex NC 10/2022 Present
Truist Investment Services Inc. Apex NC 10/2022 Present
  • 10/2012 → 10/2022
    Truist Bank
    Raleigh, NC
  • 10/2022 → Present
    Apex, NC
  • 10/2022 → Present
    Truist Investment Services Inc.
    Apex, NC
Other Businesses

BEEKEEPING (SCHEDULE F) POSITION: Owner NATURE: I am a beekeeper and manage hives to harvest honey. My wife and I also grow produce and flowers. We mostly give everything away but do show a small sales volume for honey/produce/flowers INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2017 ADDRESS: Apex NC, United States DESCRIPTION: Beekeeping, regular upkeep and duties for our small farm

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-10
  • S66 Uniform Combined State Law Examination
    2023-02-10

View on SEC IAPD

Other Firms

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