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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 | 2020-04-23 |
Branch Locations
455 Jesse Jewel Pkwy Sw, Gainesville, GA 30501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Oakwood | GA | 03/2014 | 04/2017 |
| Suntrust Bank | Gainesville | GA | 04/2017 | Present |
| Suntrust Investment Services, Inc | Atlanta | GA | 04/2017 | Present |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 02/2020 | Present |
I am a member in a company called Santa Cam LLC in Braselton GA. The company is not investment related. We have a dummy camera, and a book called a Santa Cam that gives kids the idea that Santa is always watching around Christmas time. I spend about 4 to 5 hours a week during off season and about 10 hours a week during the holidays. None of this time is during trading hours. I am listed as a member with the business and started in October 2015 CONNOR LOGISTICS LLC POSITION: Member NATURE: Logistics company that helps Amazon deliver packages to customers. I am a Member of the LLC but have a team that runs the day-to-day operations for me. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2021 ADDRESS: Gainesville GA, United States DESCRIPTION: I run my portion of the business from home, and my team runs the business on site in Madison Wisconsin. I am not involved in the day-to-day operations of the business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-22 |
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