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Sadie Machan Gatch

Truist Advisory Services, Inc.

The Villages, FL

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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_RES 2026-04-06
FL RA APPROVED 2016-08-31
  • TX RA
    APPROVED_RES
    Since 2026-04-06
  • FL RA
    APPROVED
    Since 2016-08-31

Branch Locations

2365 Parr Dr, The Villages, FL 32162 • 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
Suntrust Investment Services, Inc Atlanta GA 05/2013 03/2026
Suntrust Bank Lady Lake FL 04/2013 03/2026
Suntrust Advisory Services Atlanta GA 08/2016 02/2021
Truist Investment Services, Inc. The Villages FL 03/2026 Present
Truist Advisory Services, Inc. The Villages FL 03/2026 Present
  • 05/2013 → 03/2026
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 04/2013 → 03/2026
    Suntrust Bank
    Lady Lake, FL
  • 08/2016 → 02/2021
    Suntrust Advisory Services
    Atlanta, GA
  • 03/2026 → Present
    Truist Investment Services, Inc.
    The Villages, FL
  • 03/2026 → Present
    Truist Advisory Services, Inc.
    The Villages, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-02-18
  • S63 Uniform Securities Agent State Law Examination
    1999-02-18
Other Names
  • Sadie Machan
  • Gatch Sadie
  • Sadie Dawn Machan
  • Sadie Dawn Machan
  • Sadie Dawn Gatch

View on SEC IAPD

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Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · THE VILLAGES, FL
ZENITH ADVISORY GROUP, LLC · THE VILLAGES, FL
STRATEGIC ADVISERS LLC · THE VILLAGES, FL
MORGAN STANLEY · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
AE WEALTH MANAGEMENT, LLC · The Villages, FL
CHARLES SCHWAB & CO., INC. · The Villages, FL
LPL FINANCIAL LLC · THE VILLAGES, FL

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