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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 2024-10-08
  • NC RA
    APPROVED
    Since 2024-10-08

Branch Locations

3318 W Friendly Ave Fl 3, Greensboro, NC 27410 • 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
Interac Co Ltd Tokai-Mura 10/2015 03/2017
Alorica Greensboro NC 06/2017 09/2019
Truist Bank Greensboro NC 09/2019 02/2020
Truist Investment Services, Inc Greensboro NC 02/2020 10/2024
Unemplyed Greensboro NC 03/2017 06/2017
Truist Investment Services, Inc. Charlotte NC 10/2024 Present
Truist Advisory Services, Inc. Charlotte NC 10/2024 Present
  • 10/2015 → 03/2017
    Interac Co Ltd
    Tokai-Mura
  • 06/2017 → 09/2019
    Alorica
    Greensboro, NC
  • 09/2019 → 02/2020
    Truist Bank
    Greensboro, NC
  • 02/2020 → 10/2024
    Truist Investment Services, Inc
    Greensboro, NC
  • 03/2017 → 06/2017
    Unemplyed
    Greensboro, NC
  • 10/2024 → Present
    Truist Investment Services, Inc.
    Charlotte, NC
  • 10/2024 → Present
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-07
  • S66 Uniform Combined State Law Examination
    2024-10-07

View on SEC IAPD

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