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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-11-02
  • GA RA
    APPROVED
    Since 2023-11-02

Branch Locations

303 Peachtree St, Ne Fl 31, Atlanta, GA 30308 • 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
Hope Center Uganda Gulu 05/2020 08/2020
Unc - Chapel Hill Chapel Hill NC 08/2020 04/2021
Grassy Creek Foundation Jacksonville FL 05/2021 12/2021
Unc - Chapel Hill Chapel Hill NC 01/2022 04/2022
Grassy Creek Foundation Jacksonville FL 05/2022 08/2022
Unc - Chapel Hill Chapel Hill NC 09/2022 06/2023
Truist Investment Services, Inc. Charlotte NC 07/2023 Present
Charlotte Catholif High School Charlotte NC 07/2015 06/2019
The University Of North Carolina At Chapel Hill Chapel Hill NC 07/2019 05/2020
Truist Advisory Services, Inc Atlanta GA 10/2023 Present
  • 05/2020 → 08/2020
    Hope Center Uganda
    Gulu
  • 08/2020 → 04/2021
    Unc - Chapel Hill
    Chapel Hill, NC
  • 05/2021 → 12/2021
    Grassy Creek Foundation
    Jacksonville, FL
  • 01/2022 → 04/2022
    Unc - Chapel Hill
    Chapel Hill, NC
  • 05/2022 → 08/2022
    Grassy Creek Foundation
    Jacksonville, FL
  • 09/2022 → 06/2023
    Unc - Chapel Hill
    Chapel Hill, NC
  • 07/2023 → Present
    Truist Investment Services, Inc.
    Charlotte, NC
  • 07/2015 → 06/2019
    Charlotte Catholif High School
    Charlotte, NC
  • 07/2019 → 05/2020
    The University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 10/2023 → Present
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-30
S63 Uniform Securities Agent State Law Examination 2023-10-02
  • S65 Uniform Investment Adviser Law Examination
    2023-10-30
  • S63 Uniform Securities Agent State Law Examination
    2023-10-02
Other Names
  • Gabby Webster

View on SEC IAPD

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