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Alexander Guy Johnson

Truist Advisory Services, Inc.

Washington, DC

CRD 7407899

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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
DC RA APPROVED 2023-10-20
GA RA APPROVED 2021-11-19
  • DC RA
    APPROVED
    Since 2023-10-20
  • GA RA
    APPROVED
    Since 2021-11-19

Branch Locations

1445 New York Ave, Nw Ste 100, Washington, DC 20005 • 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
Providence Day School Charlotte NC 07/2014 07/2017
University Of North Carolina At Chapel Hill Chapel Hill NC 07/2017 05/2021
Upstream Resturant Charlotte NC 07/2018 08/2018
Equitable Charlotte NC 06/2020 08/2020
Truist Investment Services, Inc. Atlanta GA 07/2021 09/2022
Truist Advisory Services, Inc. Atlanta GA 09/2021 09/2022
Truist Advisory Services, Inc. Washington DC 09/2022 Present
Truist Investment Services, Inc. Washington DC 09/2022 Present
  • 07/2014 → 07/2017
    Providence Day School
    Charlotte, NC
  • 07/2017 → 05/2021
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 07/2018 → 08/2018
    Upstream Resturant
    Charlotte, NC
  • 06/2020 → 08/2020
    Equitable
    Charlotte, NC
  • 07/2021 → 09/2022
    Truist Investment Services, Inc.
    Atlanta, GA
  • 09/2021 → 09/2022
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 09/2022 → Present
    Truist Advisory Services, Inc.
    Washington, DC
  • 09/2022 → Present
    Truist Investment Services, Inc.
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-18
S63 Uniform Securities Agent State Law Examination 2021-10-08
  • S65 Uniform Investment Adviser Law Examination
    2021-11-18
  • S63 Uniform Securities Agent State Law Examination
    2021-10-08
Other Names
  • Alexander Johnson

View on SEC IAPD

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