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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 2023-11-03
  • FL RA
    APPROVED
    Since 2023-11-03

Branch Locations

7455 Chancellor Drive, Orlando, FL 32809 • 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
Amwest Ambulance Inc. North Hollywood CA 11/2015 06/2021
Ami Expeditonary Healthcare Los Angeles CA 04/2021 12/2021
Unemployed Lake Alfred FL 12/2021 03/2022
Truist Bank Lake Alfred FL 03/2022 07/2023
Truist Advisory Services Inc. Orlando FL 07/2023 Present
Truist Invetsment Services Inc. Orlando FL 07/2023 Present
  • 11/2015 → 06/2021
    Amwest Ambulance Inc.
    North Hollywood, CA
  • 04/2021 → 12/2021
    Ami Expeditonary Healthcare
    Los Angeles, CA
  • 12/2021 → 03/2022
    Unemployed
    Lake Alfred, FL
  • 03/2022 → 07/2023
    Truist Bank
    Lake Alfred, FL
  • 07/2023 → Present
    Orlando, FL
  • 07/2023 → Present
    Truist Invetsment Services Inc.
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-30
  • S66 Uniform Combined State Law Examination
    2023-10-30

View on SEC IAPD

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