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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2018-05-10
SC RA APPROVED 2016-09-13
  • RI RA
    APPROVED
    Since 2018-05-10
  • SC RA
    APPROVED
    Since 2016-09-13

Branch Locations

1 Lafayette Place Fl 2, Hilton Head, SC 29926 • 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
Suntrust Investment Services, Inc Atlanta GA 07/2015 02/2021
Suntrust Advisory Services Atlanta GA 09/2016 02/2021
Truist Investment Services, Inc. Hilton Head SC 02/2021 Present
Truist Advisory Services, Inc. Hilton Head SC 02/2021 Present
  • 07/2015 → 02/2021
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 09/2016 → 02/2021
    Suntrust Advisory Services
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Hilton Head, SC
  • 02/2021 → Present
    Hilton Head, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-28
S63 Uniform Securities Agent State Law Examination 1985-08-07
  • S65 Uniform Investment Adviser Law Examination
    1997-10-28
  • S63 Uniform Securities Agent State Law Examination
    1985-08-07
Other Names
  • Beth Thomas

View on SEC IAPD

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