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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc | Charlotte | NC | 07/2024 | Present |
| N/A | Chicago | IL | 07/2016 | 09/2016 |
| Brooks College Prep | Chicago | IL | 10/2016 | 06/2019 |
| One Summer Chicago | Chicago | IL | 07/2019 | 08/2019 |
| Brooks College Prep | Chicago | IL | 09/2019 | 06/2020 |
| Public Image Partnership | Chicago | IL | 07/2020 | 08/2020 |
| North Carolina A&T State University | Greensboro | NC | 09/2020 | 12/2020 |
| North Carolina A&T State University | Greensboro | NC | 01/2021 | 05/2021 |
| Ups | Chicago | IL | 05/2021 | 05/2021 |
| Instacart | Chicago | IL | 06/2021 | 07/2021 |
| S3 Security | Chicago | IL | 07/2021 | 08/2021 |
| Society For Financial Education And Professional Development | Greensboro | NC | 08/2021 | 05/2022 |
| Society For Financial Education And Professional Development | Greensboro | NC | 08/2022 | 05/2023 |
| Society For Financial Education And Professional Development | Greensboro | NC | 08/2023 | 07/2024 |
| N/A | Charlotte | NC | 05/2022 | 06/2022 |
| Delotte | Charlotte | NC | 07/2022 | 08/2022 |
| Truist Investment Services, Inc | Charlotte | NC | 06/2023 | 08/2023 |
| S3 Security | Chicago | IL | 08/2022 | 08/2022 |
| Truist Advisory Services, Inc | Charlotte | NC | 11/2024 | Present |
MB LUXE EVENTS POSITION: Owner NATURE: Event Decorating INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2025 ADDRESS: Charlotte NC, United States DESCRIPTION: Create, Sell, and Market event decorating experiences and products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-31 |
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