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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-12
  • FL RA
    APPROVED
    Since 2026-08-12

Branch Locations

401 E Jackson St Fl 19, Tampa, FL 33712 • 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
Morgan Stanley Tampa FL 11/2024 06/2026
None Land O Lakes FL 06/2024 10/2024
Florida State University Tallahassee FL 08/2019 05/2024
Vector Marketing Tampa FL 04/2020 08/2020
Secondary School Lutz FL 01/2014 07/2019
Truist Investment Services, Inc. Tampa FL 06/2026 Present
Truist Advisory Services, Inc. Tampa FL 06/2026 Present
  • 11/2024 → 06/2026
    Tampa, FL
  • 06/2024 → 10/2024
    None
    Land O Lakes, FL
  • 08/2019 → 05/2024
    Florida State University
    Tallahassee, FL
  • 04/2020 → 08/2020
    Vector Marketing
    Tampa, FL
  • 01/2014 → 07/2019
    Secondary School
    Lutz, FL
  • 06/2026 → Present
    Truist Investment Services, Inc.
    Tampa, FL
  • 06/2026 → Present
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-25
  • S66 Uniform Combined State Law Examination
    2024-06-25

View on SEC IAPD

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