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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2016-09-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Suntrust Investment Services | Richmond | VA | 01/2016 | Present |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | Present |
ONE RENTAL POSITION: None NATURE: We have a small cottage on our property that we would like to rent out. I will not be involved in any of the activities, but I am part owner of the property. My husband would be managing all aspects and the funds will go to him. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDRESS: , Montpelier VA , United States DESCRIPTION: I am only reporting since I own 1/2 of the property. I have no duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-20 |
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