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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-01
  • TX RA
    APPROVED
    Since 2025-12-01

Branch Locations

12301 Bee Cave Pkwy, Austin, TX 78738 • 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
Wells Fargo Advisors Llc Albuquerque NM 01/2011 11/2016
Wells Fargo Clearing Services, Llc Albuquerque NM 11/2016 05/2023
Texas Capital Wealth Private Advisors Dallas TX 05/2023 06/2024
Texas Capital Bank Dallas TX 05/2023 06/2024
Tcbi Securities Dallas TX 05/2023 06/2024
Unemployed Wimberley TX 06/2024 08/2024
Hilltop Securities Inc. Houston TX 08/2024 04/2025
Ameriprise Financial Services, Llc Austin TX 04/2025 10/2025
Truist Investment Services, Inc. Austin TX 11/2025 Present
Truist Advisory Services, Inc. Austin TX 11/2025 Present
Previous Registrations
  • 2025-04-07 → 2025-11-28
    Austin, TX
  • 2024-08-12 → 2025-04-29
    Houston, TX
    Plano, TX
  • 2023-06-02 → 2024-06-14
    Dallas, TX
  • 2011-01-03 → 2023-05-23
    Scottsdale, AZ
    Albuquerque, NM
    Brownsville, TX
    Anthony, NM
    San Antonio, TX
    Abilene, TX
    New Braunfels, TX
    Austin, TX
    Austin, TX
    Scottsdale, AZ
    Bee Cave, TX
    Austin, TX
    Greenwood Village, CO
    Houston, TX
    St. Louis, MO
    San Antonio, TX
  • 2009-12-07 → 2011-01-03
    Wells Fargo Investments, Llc
    Albuquerque, NM
  • 2008-04-24 → 2009-12-10
    Addison, TX
    Houston, TX
  • 2007-12-19 → 2008-03-19
    Chase Investment Services Corp.
    Arlington, TX
    Dallas, TX
    Arlington, TX
    Arlington, TX
    Grand Prairie, TX
    Abilene, TX
    Arlington, TX
    Odessa, TX
    Abilene, TX
    Arlington, TX
    Odessa, TX
    Midland, TX
    Arlington, TX
    Levelland, TX
    Hurst, TX
    Grand Prairie, TX
    Midland, TX
    Keller, TX
    Richland Hills, TX
    Dallas, TX
  • 2007-05-29 → 2007-12-10
    Irving, TX
  • 2005-06-09 → 2007-05-29
    Citicorp Investment Services
    Abilene, TX
    Irving, TX
    Abilene, TX
  • 2002-10-07 → 2005-06-13
    A. G. Edwards & Sons, Inc.
    Abilene, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-11-29
S63 Uniform Securities Agent State Law Examination 1999-02-18
  • S65 Uniform Investment Adviser Law Examination
    2005-11-29
  • S63 Uniform Securities Agent State Law Examination
    1999-02-18
Other Names
  • John David Boyle
  • John Boyle

View on SEC IAPD

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