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Aimee Rose Blinder

Truist Advisory Services, Inc.

Charlotte, NC

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-07-18
  • NC RA
    APPROVED
    Since 2024-07-18

Branch Locations

214 Tryon St Fl 32, Charlotte, NC 28202 • 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
National Planning Corporation/Holdings El Segundo CA 07/1998 12/2018
Charles Schwab And Co., Inc. Westlake TX 08/2019 01/2024
Unemployed Playa Del Rey CA 01/2019 07/2019
Charles Schwab Bank, Ssb Westlake TX 08/2021 01/2024
Charles Schwab Premiere Bank Westlake TX 08/2021 01/2024
Charles Schwab Trust Bank Westlake TX 08/2021 01/2024
Truist Investment Services, Inc. Charlotte NC 05/2024 Present
Truist Advisory Services, Inc. Charlotte NC 05/2024 Present
Unemployed Flower Mound TX 02/2024 04/2024
  • 07/1998 → 12/2018
    National Planning Corporation/Holdings
    El Segundo, CA
  • 08/2019 → 01/2024
    Charles Schwab And Co., Inc.
    Westlake, TX
  • 01/2019 → 07/2019
    Unemployed
    Playa Del Rey, CA
  • 08/2021 → 01/2024
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 08/2021 → 01/2024
    Charles Schwab Premiere Bank
    Westlake, TX
  • 08/2021 → 01/2024
    Charles Schwab Trust Bank
    Westlake, TX
  • 05/2024 → Present
    Truist Investment Services, Inc.
    Charlotte, NC
  • 05/2024 → Present
    Truist Advisory Services, Inc.
    Charlotte, NC
  • 02/2024 → 04/2024
    Unemployed
    Flower Mound, TX
Previous Registrations
  • 2019-09-23 → 2024-01-10
    Charles Schwab & Co., Inc.
    Lone Tree, CO
    Westlake, TX
    Lone Tree, CO
    Westlake, TX
  • 2012-10-18 → 2018-06-25
    Sii Investments, Inc.
    Appleton, WI
    El Segunod, CA
  • 2014-01-13 → 2018-06-25
    Investment Centers Of America, Inc.
    Appleton, WI
    El Segundo, CA
  • 1999-12-17 → 2018-06-25
    National Planning Corporation
    El Segundo, CA
    Denver, CO
    Denver, CO
    Appleton, WI
    Los Angeles, CA
Other Businesses

Freelance Writing Assignments/No Compensation - Ad hoc industry publications and personal essays.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-14
  • S66 Uniform Combined State Law Examination
    1999-12-14
Other Names
  • Aimee Rose Blinder
  • Aimee Rose Ullrich
  • Aimee Rose Blinder-Ullrich

View on SEC IAPD

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