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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 2026-02-06
FL RA APPROVED 2024-01-23
TX RA APPROVED_RES 2021-04-15
MD RA APPROVED 2020-09-01
  • RI RA
    APPROVED
    Since 2026-02-06
  • FL RA
    APPROVED
    Since 2024-01-23
  • TX RA
    APPROVED_RES
    Since 2021-04-15
  • MD RA
    APPROVED
    Since 2020-09-01

Branch Locations

4300 Tbc Way Ste 100, Palm Beach Gardens, FL 33410 • 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
Scott & Stringfellow Hunt Valley MD 10/2012 02/2021
Bb&T Securities, Llc Hunt Valley MD 01/2013 02/2021
Suntrust Investment Services Huntsville MD 09/2020 02/2021
Suntrust Advisory Services, Inc Atlanta GA 09/2020 02/2021
Truist Investment Services, Inc. Mclean VA 02/2021 Present
  • 10/2012 → 02/2021
    Scott & Stringfellow
    Hunt Valley, MD
  • 01/2013 → 02/2021
    Bb&T Securities, Llc
    Hunt Valley, MD
  • 09/2020 → 02/2021
    Suntrust Investment Services
    Huntsville, MD
  • 09/2020 → 02/2021
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Mclean, VA
Previous Registrations
  • 2013-01-02 → 2021-03-02
    Bb&T Securities, Llc
    Hunt Valley, MD
    Reston, VA
    King Of Prussia, PA
    Richmond, VA
  • 2012-11-30 → 2013-01-02
    Scott & Stringfellow, Llc
    Towson, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-29
S63 Uniform Securities Agent State Law Examination 1984-11-01
  • S65 Uniform Investment Adviser Law Examination
    2012-11-29
  • S63 Uniform Securities Agent State Law Examination
    1984-11-01
Other Names
  • Joe Martin

View on SEC IAPD

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