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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-08-19
  • SC RA
    APPROVED
    Since 2025-08-19

Branch Locations

235 Magrath Darby Fl 3, Mount Pleasant, SC 29464 • 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
First Citizens Investor Services Raleigh NC 05/2023 03/2025
Schooling Charleston SC 08/2006 Present
First Citizens Bank Charleston SC 05/2023 03/2025
Truist Investment Services, Inc. Mt Pleasant SC 03/2025 Present
  • 05/2023 → 03/2025
    First Citizens Investor Services
    Raleigh, NC
  • 08/2006 → Present
    Schooling
    Charleston, SC
  • 05/2023 → 03/2025
    First Citizens Bank
    Charleston, SC
  • 03/2025 → Present
    Truist Investment Services, Inc.
    Mt Pleasant, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-18
S63 Uniform Securities Agent State Law Examination 2023-08-28
  • S66 Uniform Combined State Law Examination
    2025-08-18
  • S63 Uniform Securities Agent State Law Examination
    2023-08-28

View on SEC IAPD

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