Meredith Ann Wheeler

Truist Advisory Services, Inc.

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Current Employers

Truist Advisory Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2022-08-25

GA RA
APPROVED

Since 2022-08-25

Branch Locations

303 Peachtree St, Ne Fl 31, Atlanta, GA 30308 • 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

Organization	City	State	From	To
Truist Bank	Atlanta	GA	01/2008	03/2022
Truist Investment Services, Inc.	Atlanta	GA	03/2022	Present
Truist Advisory Serivces, Inc.	Atlanta	GA	08/2022	Present

01/2008 → 03/2022

Truist Bank

Atlanta, GA
03/2022 → Present

Truist Investment Services, Inc.

Atlanta, GA
08/2022 → Present

Truist Advisory Serivces, Inc.

Atlanta, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-17

S66 Uniform Combined State Law Examination

2022-08-17

Other Names

Meredith Ann Given

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC · Atlanta, GA

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