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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-06-30
  • FL RA
    APPROVED
    Since 2021-06-30

Branch Locations

9290 Sw State Rd 200, Ocala, FL 34481 • 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 01/2015 02/2018
Suntrust Advisory Services Atlanta GA 08/2016 02/2018
Wells Fargo Clearing Services, Llc Ocala FL 03/2018 08/2019
Wells Fargo Clearing Servives, Llc The Villages FL 03/2020 06/2021
Unemployed Ocala FL 08/2019 03/2020
Truist Investment Services, Inc. Atlanta GA 06/2021 Present
Truist Advisory Services,Inc. Atlnta GA 06/2021 Present
  • 01/2015 → 02/2018
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 08/2016 → 02/2018
    Suntrust Advisory Services
    Atlanta, GA
  • 03/2018 → 08/2019
    Ocala, FL
  • 03/2020 → 06/2021
    Wells Fargo Clearing Servives, Llc
    The Villages, FL
  • 08/2019 → 03/2020
    Unemployed
    Ocala, FL
  • 06/2021 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 06/2021 → Present
    Truist Advisory Services,Inc.
    Atlnta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-20
  • S66 Uniform Combined State Law Examination
    2008-11-20
Other Names
  • Mary Anne Oakley
  • Mary Anne Chaloux
  • Mary Anne Chaloux

View on SEC IAPD

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