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Inactive

Tri Thanh Truong

Elite Wealthcare LLC

Lawrenceville, GA

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Current Employers
Elite Wealthcare Llc

Lawrenceville, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-03-16
  • GA RA
    APPROVED
    Since 2022-03-16

Branch Locations

Lawrenceville, GA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Snellville GA 07/2012 03/2022
Bank Of America, N.A. Snellville GA 07/2012 03/2022
Elite Wealthcare Llc Duluth GA 01/2022 Present
Elite Wealthcare Llc Duluth GA 03/2022 Present
Previous Registrations
  • 2017-07-18 → 2022-03-18
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
    Norcross, GA
    Lawrenceville, GA
    Suwanee, GA
    Lawrenceville, GA
    Dacula, GA
    Lawrenceville, GA
    Dacula, GA
    Snellville, GA
    Lawrenceville, GA
    Snellville, GA
    Stone Mountain, GA
Other Businesses

I*507818 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Lawrenceville, Georgia, 30044 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 7/1/2021 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-29
  • S66 Uniform Combined State Law Examination
    2017-06-29
Other Names
  • Tri Truong

View on SEC IAPD

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