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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-07-13
  • VA RA
    APPROVED
    Since 2026-07-13

Branch Locations

919 E Main St Fl 8, Richmond, VA 23219 • 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. Richmond VA 04/2026 Present
Truist Wealth Richmond VA 02/2021 03/2026
Suntrust Bank Richmond VA 02/2020 01/2021
Bb&T Richmond VA 01/2019 02/2020
Bb&T Richmond VA 01/2014 02/2020
Truist Advisory Services, Inc. Richmond VA 07/2026 Present
  • 04/2026 → Present
    Truist Investment Services, Inc.
    Richmond, VA
  • 02/2021 → 03/2026
    Truist Wealth
    Richmond, VA
  • 02/2020 → 01/2021
    Suntrust Bank
    Richmond, VA
  • 01/2019 → 02/2020
    Bb&T
    Richmond, VA
  • 01/2014 → 02/2020
    Bb&T
    Richmond, VA
  • 07/2026 → Present
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-10
  • S66 Uniform Combined State Law Examination
    2026-07-10

View on SEC IAPD

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