John William Tulloss

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Periodicals / newsletters
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers

Truist Advisory Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2020-11-17

NC RA
APPROVED

Since 2020-11-17

Branch Locations

2806 Arendell St Suite 200, Morehead City, NC 28557 • 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

Organization	City	State	From	To
Bb&T Bank	Greenville	NC	07/2012	05/2017
Bb&T Bank	Wilson	NC	06/2017	01/2019
Bb&T Investments	Charlotte	NC	06/2017	02/2021
Bb&T Securities, Llc	Richmond	VA	01/2018	02/2021
Bb&T	Wilson	NC	01/2019	10/2020
Suntrust Investment Services, Inc	Atlanta	GA	12/2019	10/2020
Suntrust Bank	Wilson	NC	12/2019	10/2020
Bb&T	Greenville	NC	10/2020	02/2021
Suntrust Advisory Services, Inc	Atlanta	GA	10/2020	02/2021
Sunteust Investment Services, Inc	Atlanta	GA	10/2020	02/2021
Suntrust Advisory Services, Inc.	Atlanta	GA	11/2020	02/2021
Truist Investment Services, Inc.	Greenville	NC	02/2021	Present

07/2012 → 05/2017

Bb&T Bank

Greenville, NC
06/2017 → 01/2019

Bb&T Bank

Wilson, NC
06/2017 → 02/2021

Bb&T Investments

Charlotte, NC
01/2018 → 02/2021

Bb&T Securities, Llc

Richmond, VA
01/2019 → 10/2020

Bb&T

Wilson, NC
12/2019 → 10/2020

Suntrust Investment Services, Inc

Atlanta, GA
12/2019 → 10/2020

Suntrust Bank

Wilson, NC
10/2020 → 02/2021

Bb&T

Greenville, NC
10/2020 → 02/2021

Suntrust Advisory Services, Inc

Atlanta, GA
10/2020 → 02/2021

Sunteust Investment Services, Inc

Atlanta, GA
11/2020 → 02/2021

Suntrust Advisory Services, Inc.

Atlanta, GA
02/2021 → Present

Truist Investment Services, Inc.

Greenville, NC

Previous Registrations

2018-01-02 → 2021-02-17

Bb&T Securities, Llc

Charlotte, NC

Wilson, NC

Greenville, NC

Richmond, VA
2017-08-29 → 2018-01-02

Bb&T Investment Services, Inc.

Charlotte, NC

Wilson, NC

Other Businesses

BATTLEGROUND FARMS, LLC (PROPOSED) POSITION: Co Manager NATURE: The LLC holds a farm located in Nash County, NC. The LLC is to better manage the family's annual farm, timber income & expenses, provide better liability protection, and estate transfer. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/08/2024 ADDRESS: Wilson NC, United States DESCRIPTION: The LLC will be managed with my siblings. My responsibilities are to manage the LLC's bookkeeping tasks.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-25

S66 Uniform Combined State Law Examination

2017-08-25

Designations

Certified Financial Planner

Other Names

John William Tulloss
John William Tulloss

View on SEC IAPD