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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-09-14
  • FL RA
    APPROVED
    Since 2016-09-14

Branch Locations

6135 Exchange Way, Bradenton, FL 34202 • 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 Investment Services, Inc. Bradenton FL 06/2008 Present
Truist Advisory Services, Inc. Bradenton FL 09/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-06
S63 Uniform Securities Agent State Law Examination 2007-04-27
  • S65 Uniform Investment Adviser Law Examination
    2009-03-06
  • S63 Uniform Securities Agent State Law Examination
    2007-04-27
Other Names
  • Dianna Marie Priest
  • Dianna Weaver

View on SEC IAPD

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