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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-16
  • FL RA
    APPROVED
    Since 2024-09-16

Branch Locations

400 S Park Ave Fl 2, Winter Park, FL 32789 • 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
Unemployed Lake Mary FL 03/2013 04/2017
Train With Ace Casselberry FL 04/2017 05/2018
Unemployed Lake Mary FL 05/2018 08/2018
Florida Billiard Service Orlando FL 08/2018 03/2023
John Gandy Events Tallahassee FL 01/2021 03/2023
Charles Schwab & Co., Inc. Orlando FL 03/2023 07/2024
Truist Invesment Services. Orlando FL 07/2024 Present
Truist Advisory Services. Inc Orlando FL 07/2024 Present
  • 03/2013 → 04/2017
    Unemployed
    Lake Mary, FL
  • 04/2017 → 05/2018
    Train With Ace
    Casselberry, FL
  • 05/2018 → 08/2018
    Unemployed
    Lake Mary, FL
  • 08/2018 → 03/2023
    Florida Billiard Service
    Orlando, FL
  • 01/2021 → 03/2023
    John Gandy Events
    Tallahassee, FL
  • 03/2023 → 07/2024
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 07/2024 → Present
    Truist Invesment Services.
    Orlando, FL
  • 07/2024 → Present
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-23
S63 Uniform Securities Agent State Law Examination 2023-07-26
  • S66 Uniform Combined State Law Examination
    2024-08-23
  • S63 Uniform Securities Agent State Law Examination
    2023-07-26

View on SEC IAPD

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