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Amy D Loftis

Truist Advisory Services, Inc.

Greensboro, NC

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2017-02-23
  • NC RA
    APPROVED
    Since 2017-02-23

Branch Locations

3318 West Friendly Avenue Suite 300, Greensboro, NC 27410 • 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 Bank Greensboro NC 04/2016 09/2024
Truist Advisory Services Llc Greensboro NC 09/2016 09/2024
Truist Advisory Services, Inc Greensboro NC 09/2024 Present
  • 04/2016 → 09/2024
    Truist Bank
    Greensboro, NC
  • 09/2016 → 09/2024
    Truist Advisory Services Llc
    Greensboro, NC
  • 09/2024 → Present
    Truist Advisory Services, Inc
    Greensboro, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-23
  • S65 Uniform Investment Adviser Law Examination
    2017-02-23
Other Names
  • Amy P Dew

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

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