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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2022-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Peach Tree City | GA | 12/2016 | 06/2017 |
| Wells Fargo Bank Na | Peach Tree City | GA | 03/2015 | 06/2017 |
| Pnc Bank | Stockbridge | GA | 07/2017 | 05/2019 |
| Wells Fargo Clearing Services Llc | Peachtree City | GA | 05/2019 | 04/2022 |
| Well Fargo Bank Na | Peachtree City | GA | 05/2019 | 04/2022 |
| Truist Advisory Services , Inc | Peachtree City | GA | 05/2022 | Present |
| Truist Investment Services , Inc | Peachtree City | GA | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-15 |
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