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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 2023-10-11
  • NC RA
    APPROVED
    Since 2023-10-11

Branch Locations

1653 Hendersonville Rd, Asheville, NC 28803 • 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
Truist Bank Asheville NC 09/2013 05/2023
Truist Advisory Services Inc. Asheville NC 05/2023 Present
Truist Investment Services Inc. Asheville NC 05/2023 Present
  • 09/2013 → 05/2023
    Truist Bank
    Asheville, NC
  • 05/2023 → Present
    Asheville, NC
  • 05/2023 → Present
    Truist Investment Services Inc.
    Asheville, NC
Other Businesses

FIRST BAPTIST CHURCH HENDERSONVILLE POSITION: Deacon NATURE: Religious organization located in Hendersonville, NC. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: Hendersonville NC, United States DESCRIPTION: As a deacon of the church, we meet monthly as a deacon body to discuss the dealings of the church. We discuss business, finance, upcoming events, and here updates about different parts of the church. We serve on Sunday mornings in different locations around the church for visibility and stewardship.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-04
  • S66 Uniform Combined State Law Examination
    2023-10-04

View on SEC IAPD

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