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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-06-30
  • VA RA
    APPROVED
    Since 2023-06-30

Branch Locations

201 N Union St Ste 240, Alexandria, VA 22314 • 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
Edward Jones St Louis MO 04/2018 06/2023
Everfi, Inc. Washington DC 04/2016 03/2018
Truist Investment Services, Inc Alexandria VA 06/2023 Present
Truits Advisor Services, Inc Alexandria VA 06/2023 Present
  • 04/2018 → 06/2023
    St Louis, MO
  • 04/2016 → 03/2018
    Everfi, Inc.
    Washington, DC
  • 06/2023 → Present
    Truist Investment Services, Inc
    Alexandria, VA
  • 06/2023 → Present
    Truits Advisor Services, Inc
    Alexandria, VA
Previous Registrations
  • 2018-06-15 → 2023-07-12
    Leesburg, VA
    Leesburg, VA
    St Louis, MO
    Leesburg, VA
    Herndon, VA
Other Businesses

WASHINGTON COMMANDERS CHARITABLE FOUNDATION POSITION: Alumni NATURE: Appearances for charitable events. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2015 ADDRESS: Ashburn VA, United States DESCRIPTION: Player Representative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-14
  • S66 Uniform Combined State Law Examination
    2018-06-14
Designations

View on SEC IAPD

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