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Daniel Lawrence Shif

Truist Advisory Services, Inc.

Winter Park, FL

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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 2026-07-21
  • FL RA
    APPROVED
    Since 2026-07-21

Branch Locations

400 Park Avenue South Suite 200, Winter Park, FL 32789 • 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
Truist Investment Services, Inc Winter Park FL 04/2026 Present
Truist Bank Orlando FL 10/2024 04/2026
Truist Bank Atlanta FL 04/2017 10/2024
Deutsche Bank Jacksonville FL 06/2016 04/2017
Truist Advisory Services, Inc. Winter Park FL 07/2026 Present
  • 04/2026 → Present
    Truist Investment Services, Inc
    Winter Park, FL
  • 10/2024 → 04/2026
    Truist Bank
    Orlando, FL
  • 04/2017 → 10/2024
    Truist Bank
    Atlanta, FL
  • 06/2016 → 04/2017
    Deutsche Bank
    Jacksonville, FL
  • 07/2026 → Present
    Truist Advisory Services, Inc.
    Winter Park, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-06
  • S66 Uniform Combined State Law Examination
    2026-07-06
Other Names
  • Daniel Shif

View on SEC IAPD

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Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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