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Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
8200 Greensboro Drive Fl 10, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investments | Charlotte | NC | 01/2009 | 02/2021 |
| Bb&T Bank | Falls Church | VA | 01/2009 | 01/2019 |
| Bb&T Securities, Llc | Fairfax | VA | 01/2018 | 02/2021 |
| Bb&T | Fairfax | VA | 01/2019 | 12/2020 |
| Suntrust Investment Services, Inc | Atlanta | GA | 12/2019 | 02/2021 |
| Suntrust Bank | Atlanta | GA | 12/2019 | 12/2020 |
| Truist Investment Services, Inc. | Fairfax | VA | 02/2021 | Present |
| Truist Bank | Charlotte | NC | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-10 |
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