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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-03-03
  • VA RA
    APPROVED
    Since 2025-03-03

Branch Locations

919 E Main St Fl 5 & 7, Richmond, VA 23219 • 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
Physicians Resource Services Austin TX 05/2022 08/2022
First Bank Winchester VA 05/2021 08/2021
Doordash Manassas VA 10/2018 05/2022
James Madison University Harrisonburg VA 08/2019 05/2023
Osbourn Park High School Manassas VA 08/2015 06/2019
Stern & Heatwole Financial Group, Pc Harrisonburg VA 06/2023 12/2024
Commonwealth Financial Network Waltham MA 06/2023 12/2024
Truist Investment Services, Inc. Richmond VA 02/2025 Present
Truist Advisory Services, Inc. Richmond VA 02/2025 Present
  • 05/2022 → 08/2022
    Physicians Resource Services
    Austin, TX
  • 05/2021 → 08/2021
    First Bank
    Winchester, VA
  • 10/2018 → 05/2022
    Doordash
    Manassas, VA
  • 08/2019 → 05/2023
    James Madison University
    Harrisonburg, VA
  • 08/2015 → 06/2019
    Osbourn Park High School
    Manassas, VA
  • 06/2023 → 12/2024
    Stern & Heatwole Financial Group, Pc
    Harrisonburg, VA
  • 06/2023 → 12/2024
    Waltham, MA
  • 02/2025 → Present
    Truist Investment Services, Inc.
    Richmond, VA
  • 02/2025 → Present
    Richmond, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-29
  • S66 Uniform Combined State Law Examination
    2023-12-29

View on SEC IAPD

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