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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-02-06
RI RA APPROVED 2023-02-06
TX RA APPROVED_RES 2023-02-06
FL RA APPROVED 2017-08-17
  • LA RA
    APPROVED
    Since 2023-02-06
  • RI RA
    APPROVED
    Since 2023-02-06
  • TX RA
    APPROVED_RES
    Since 2023-02-06
  • FL RA
    APPROVED
    Since 2017-08-17

Branch Locations

13950 John Young Pkway, Orlando, FL 32837 • 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 06/2017 11/2019
Suntrust Bank Orlando FL 12/2014 06/2017
Truist Advisory Services, Inc. Orlando FL 07/2017 Present
Truist Investment Services, Inc. Orlando FL 11/2019 Present
  • 06/2017 → 11/2019
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 12/2014 → 06/2017
    Suntrust Bank
    Orlando, FL
  • 07/2017 → Present
    Orlando, FL
  • 11/2019 → Present
    Truist Investment Services, Inc.
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-11
  • S66 Uniform Combined State Law Examination
    2017-08-11
Other Names
  • Moe Halwani

View on SEC IAPD

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