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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2016-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Advisory Services, Inc | Atlanta | GA | 06/2016 | 02/2021 |
| Suntrust Investment Services, Inc | Atlanta | GA | 05/2016 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 05/2020 | 02/2021 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 04/2025 |
| Truist Advisory Services, Inc | Atlanta | GA | 02/2021 | Present |
| Truist Investment Services, Inc. | Atlanta | GA | 04/2025 | Present |
DOG BOARDING & DAYCARE POSITION: Dog Sitter NATURE: In-home dog daycare, boarding, and grooming. INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2024 ADDRESS: Tucker GA, United States DESCRIPTION: In-home dog sitting/boarding and dog walking. Optional duties include bathing/grooming and pick-up/drop-off services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-18 |
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