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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-02-25
FL RA APPROVED 2026-02-24
TX RA APPROVED_RES 2025-06-09
  • RI RA
    APPROVED
    Since 2026-02-25
  • FL RA
    APPROVED
    Since 2026-02-24
  • TX RA
    APPROVED_RES
    Since 2025-06-09

Branch Locations

4300 Tbc Way Ste 100, Palm Beach Gardens, FL 33410 • 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
Bb&T Bank Mount Laurel NJ 09/2015 Present
Bb&T Investment Services, Inc. Charlotte NC 09/2015 Present
Bb&T Securities, Llc Richmond VA 01/2018 Present
Suntrust Investment Services, Inc Atlanta GA 09/2020 Present
Suntrust Advisory Services, Inc Atlanta GA 09/2020 Present
Truist Investment Services, Inc. King Of Prussia PA 02/2021 Present
  • 09/2015 → Present
    Bb&T Bank
    Mount Laurel, NJ
  • 09/2015 → Present
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 01/2018 → Present
    Bb&T Securities, Llc
    Richmond, VA
  • 09/2020 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 09/2020 → Present
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    King Of Prussia, PA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Mount Laurel, NJ
    Richmond, VA
  • 2015-09-23 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    King Of Prussia, PA
    Camden, NJ
    Mount Laurel, NJ
  • 2012-01-12 → 2015-08-03
    Valley Forge Asset Management, Llc
    King Of Prussia, PA
Other Businesses

INDIAN SHORES POSITION: Owner NATURE: OWNER OF AN secondary residence in Florida that is also rented when not being used personally. THIS IS A NON-INVESTMENT RELATED ACTIVITY. A management company oversees the property and spends 1-2 HOURS A MONTH DURING NON-TRADING HOURS ON THIS ACTIVITY INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2019 ADDRESS: Gulf Boulevard, Indian Shores FL 33785 VISTA VILLAGE HOMEOWNER'S ASSOCIATION POSITION: Board Member NATURE: This is the homeowner's association for the community in which I own a secondary residence. I will be serving on the board of the HOA. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: Indian Shores FL, United States DESCRIPTION: Serving as a board member to assist in making decisions and implementing projects that impact the shared elements of the community.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-11
S63 Uniform Securities Agent State Law Examination 1999-03-31
  • S65 Uniform Investment Adviser Law Examination
    2012-01-11
  • S63 Uniform Securities Agent State Law Examination
    1999-03-31
Other Names
  • Melissa Christy Bukowski
  • Melissa Christy Tagye

View on SEC IAPD

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