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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 2026-07-02
FL RA APPROVED 2025-06-05
  • TX RA
    APPROVED_RES
    Since 2026-07-02
  • FL RA
    APPROVED
    Since 2025-06-05

Branch Locations

515 E Las Olas Blvd Fl 7, Fort Lauderdale, FL 33301 • 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
Atlantic Employee Screening Palm Beach Gardens FL 03/2017 02/2018
Ubs Financial Services Inc. Palm Beach Gardens FL 02/2018 06/2025
Full Time Education Palm Beach Gardens FL 08/2008 01/2017
Truist Investment Serivice Inc Ft Lauderdale FL 06/2025 Present
Truist Advisory Services, Inc Ft Lauderdale FL 05/2025 Present
  • 03/2017 → 02/2018
    Atlantic Employee Screening
    Palm Beach Gardens, FL
  • 02/2018 → 06/2025
    Palm Beach Gardens, FL
  • 08/2008 → 01/2017
    Full Time Education
    Palm Beach Gardens, FL
  • 06/2025 → Present
    Truist Investment Serivice Inc
    Ft Lauderdale, FL
  • 05/2025 → Present
    Ft Lauderdale, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-22
  • S66 Uniform Combined State Law Examination
    2019-02-22

View on SEC IAPD

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