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Paul Francis Connor

Truist Advisory Services, Inc.

Gainesville, GA

CRD 5633645

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-04-23
  • GA RA
    APPROVED
    Since 2020-04-23

Branch Locations

455 Jesse Jewel Pkwy Sw, Gainesville, GA 30501 • 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 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
  • 03/2014 → 04/2017
    Suntrust Bank
    Oakwood, GA
  • 04/2017 → Present
    Suntrust Bank
    Gainesville, GA
  • 04/2017 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 02/2020 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-19
S63 Uniform Securities Agent State Law Examination 2017-06-22
  • S65 Uniform Investment Adviser Law Examination
    2020-02-19
  • S63 Uniform Securities Agent State Law Examination
    2017-06-22
Other Names
  • Paul Connor
  • Paul Francis Connor
  • Paul F Connor

View on SEC IAPD

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