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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-28
  • MD RA
    APPROVED
    Since 2026-01-28

Branch Locations

19130 Montgomery Village Ave, Montgomery Village, MD 20886 • 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
M&T Bank Olney MD 12/2020 Present
Suntrust Bank Annapolis MD 01/2018 12/2020
Capital One Bank Silver Spring MD 01/2010 01/2018
Lpl Financial Llc Olney MD 04/2023 01/2026
Truist Investment Services,Inc Montgomery Village Avenue MD 01/2026 Present
Truist Advisory Service, Inc Montgomery Village MD 01/2026 Present
  • 12/2020 → Present
    M&T Bank
    Olney, MD
  • 01/2018 → 12/2020
    Suntrust Bank
    Annapolis, MD
  • 01/2010 → 01/2018
    Capital One Bank
    Silver Spring, MD
  • 04/2023 → 01/2026
    Olney, MD
  • 01/2026 → Present
    Truist Investment Services,Inc
    Montgomery Village Avenue, MD
  • 01/2026 → Present
    Truist Advisory Service, Inc
    Montgomery Village, MD
Previous Registrations
  • 2023-08-22 → 2026-02-09
    Silver Spring, MD
    Gaithersburg, MD
    Olney, MD
    Alexandria, VA
    Alexandria, VA
    Frederick, MD
    Annandale, VA
    Vienna, VA
    Falls Church, VA
    Arlington, VA
    Vienna, VA
    Mclean, VA
    Fairfax, VA
    Germantown, MD
Other Businesses

NOTARY PUBLIC POSITION: Notary NATURE: Notary Public for Maryland INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2023 ADDRESS: Germantown MD, United States DESCRIPTION: Notary Public for Maryland LADIES FIRST FOUNDATION POSITION: Board Member NATURE: Organization to help poverty-stricken areas in Asia focusing on women, children, and the elderly. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: Silver Spring MD, United States DESCRIPTION: Attend meetings and provide input on how to best run events.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-18
  • S66 Uniform Combined State Law Examination
    2023-08-18

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