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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-15
  • FL RA
    APPROVED
    Since 2024-11-15

Branch Locations

540 Village Blvd, West Palm Beach, FL 33409 • 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 Investment Services, Inc. Tampa FL 07/2024 08/2025
Seaworld Orlando Orlando FL 05/2018 01/2021
University Of Florida Gainesville FL 08/2020 12/2023
University Of Florida Gainesville FL 01/2021 08/2021
Windsor Hall Dorms Gainesville FL 08/2021 09/2022
Tulloch Consulting Llc Orlando FL 02/2022 06/2024
Frito-Lay Pepsico Orlando FL 05/2022 08/2022
University Of Florida Gainesville FL 01/2023 12/2023
Truist Atlanta GA 06/2023 08/2023
Club Pilates Kissimmee FL 10/2023 06/2024
Full-Time Education Kissimmee FL 01/2014 05/2018
Truist Advisory Services, Inc. West Palm Beach FL 11/2024 Present
Truist Investment Services, Inc. West Palm Beach FL 08/2025 Present
  • 07/2024 → 08/2025
    Truist Investment Services, Inc.
    Tampa, FL
  • 05/2018 → 01/2021
    Seaworld Orlando
    Orlando, FL
  • 08/2020 → 12/2023
    University Of Florida
    Gainesville, FL
  • 01/2021 → 08/2021
    University Of Florida
    Gainesville, FL
  • 08/2021 → 09/2022
    Windsor Hall Dorms
    Gainesville, FL
  • 02/2022 → 06/2024
    Tulloch Consulting Llc
    Orlando, FL
  • 05/2022 → 08/2022
    Frito-Lay Pepsico
    Orlando, FL
  • 01/2023 → 12/2023
    University Of Florida
    Gainesville, FL
  • 06/2023 → 08/2023
    Truist
    Atlanta, GA
  • 10/2023 → 06/2024
    Club Pilates
    Kissimmee, FL
  • 01/2014 → 05/2018
    Full-Time Education
    Kissimmee, FL
  • 11/2024 → Present
    West Palm Beach, FL
  • 08/2025 → Present
    Truist Investment Services, Inc.
    West Palm Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-09
  • S66 Uniform Combined State Law Examination
    2024-11-09

View on SEC IAPD

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