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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 2025-02-15
  • FL RA
    APPROVED
    Since 2025-02-15

Branch Locations

333 S Garland Ave Fl 17, Orlando, FL 32801 • 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
Charles Schwab Co., Inc. Orlando FL 03/2023 10/2024
Bed Bath And Beyond Orlando FL 02/2015 02/2023
Truist Investment Services, Inc Orlando FL 11/2024 Present
Truist Advisory Services, Inc Orlando FL 11/2024 Present
  • 03/2023 → 10/2024
    Charles Schwab Co., Inc.
    Orlando, FL
  • 02/2015 → 02/2023
    Bed Bath And Beyond
    Orlando, FL
  • 11/2024 → Present
    Truist Investment Services, Inc
    Orlando, FL
  • 11/2024 → Present
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
S63 Uniform Securities Agent State Law Examination 2023-07-26
  • S66 Uniform Combined State Law Examination
    2025-01-31
  • S63 Uniform Securities Agent State Law Examination
    2023-07-26

View on SEC IAPD

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