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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-25 |
Branch Locations
100 Crescent Court, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services,Inc | Dallas | TX | 06/2026 | Present |
| International Bank Of Commerce | Oklahoma City | OK | 07/2025 | 05/2026 |
| Global Payments (Heartland) | Oklahoma City | OK | 05/2024 | 08/2024 |
| Oklahoma Gold Gymnastics | Edmond | OK | 08/2020 | 08/2022 |
| Lowes | Stillwater | OK | 06/2023 | 08/2023 |
| Kickingbird Golf Course | Edmond | OK | 06/2020 | 08/2020 |
| Various K-12 | Edmond | OK | 06/2009 | 06/2020 |
| Oklahoma State University | Stillwater | OK | 08/2022 | 06/2023 |
| Oklahoma State University | Stillwater | OK | 08/2024 | 07/2025 |
| Oklahoma State University | Stillwater | OK | 08/2023 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-25 |
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