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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
RI RA APPROVED 2026-04-02
LA RA APPROVED 2026-04-01
MD RA APPROVED 2024-03-18
  • TX RA
    APPROVED_RES
    Since 2026-04-06
  • RI RA
    APPROVED
    Since 2026-04-02
  • LA RA
    APPROVED
    Since 2026-04-01
  • MD RA
    APPROVED
    Since 2024-03-18

Branch Locations

120 E Baltimore St Fl 23, Baltimore, MD 21202 • 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
Rolling Road Golf Club Catonsville MD 01/2010 09/2016
Bodie Law Towson MD 10/2015 06/2017
Unemployed N/A MD 07/2017 12/2017
Ubs Financial Services Bethesda MD 01/2018 05/2018
Suntrust Investment Services Baltimore MD 08/2018 02/2020
Suntrust Investment Servics, Inc Atlanta GA 02/2020 Present
Nordstrom Inc Columbia MD 11/2017 01/2018
  • 01/2010 → 09/2016
    Rolling Road Golf Club
    Catonsville, MD
  • 10/2015 → 06/2017
    Bodie Law
    Towson, MD
  • 07/2017 → 12/2017
    Unemployed
    N/A, MD
  • 01/2018 → 05/2018
    Ubs Financial Services
    Bethesda, MD
  • 08/2018 → 02/2020
    Suntrust Investment Services
    Baltimore, MD
  • 02/2020 → Present
    Suntrust Investment Servics, Inc
    Atlanta, GA
  • 11/2017 → 01/2018
    Nordstrom Inc
    Columbia, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-15
  • S66 Uniform Combined State Law Examination
    2024-03-15

View on SEC IAPD

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