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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-01 |
Branch Locations
1301 Solana Blvd Bl 2 - Ste 2340, Westlake, TX 76262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 11/1993 | 06/2021 |
| Bbva Wealth Solutions Inc. | Frisco | TX | 10/2010 | 06/2021 |
| Bbva Securities Inc. | Frisco | TX | 05/2013 | 06/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 11/1994 | 06/2021 |
| Truist Investment Services, Inc. | Southlake | TX | 06/2021 | 01/2026 |
| Truist Advisory Services, Inc. | Southlake | TX | 06/2021 | 01/2026 |
| Truist Investment Services, Inc. | Westlake | TX | 01/2026 | Present |
| Truist Advisory Services, Inc. | Westlake | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-04 |
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