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Joel White

Truist Advisory Services, Inc.

Atlanta, GA

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-08-07
  • GA RA
    APPROVED
    Since 2018-08-07

Branch Locations

740 Battery Ave 8Th Floor, Atlanta, GA 30339 • 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
Genspring Family Offices Atlanta GA 06/2016 04/2018
Truist Bank Atlanta GA 04/2018 01/2022
Truist Advisory Services, Inc Atlanta GA 05/2018 01/2022
Truist Advisory Services, Inc. Atlanta GA 01/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-06
  • S65 Uniform Investment Adviser Law Examination
    2018-08-06
Other Names
  • Jody White

View on SEC IAPD

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