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Genesis Elizabeth Santos Pichardo

Truist Advisory Services, Inc.

Alpharetta, GA

CRD 7787342

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-12
LA RA APPROVED 2026-02-11
GA RA APPROVED 2023-12-12
  • TX RA
    APPROVED_RES
    Since 2026-02-12
  • LA RA
    APPROVED
    Since 2026-02-11
  • GA RA
    APPROVED
    Since 2023-12-12

Branch Locations

2520 Northwinds Parkway, Alpharetta, GA 30009 • 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. Atlanta GA 07/2023 Present
Randstad Elmont NY 10/2022 05/2023
Unemployed Kennesaw GA 06/2023 07/2023
Thump Local Valley Stream NY 09/2021 10/2022
Estee Lauder Companies Beauty Llc New York NY 08/2019 09/2021
Macys Inc. New York NY 06/2017 08/2019
24Seven New York NY 03/2016 05/2017
  • 07/2023 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 10/2022 → 05/2023
    Randstad
    Elmont, NY
  • 06/2023 → 07/2023
    Unemployed
    Kennesaw, GA
  • 09/2021 → 10/2022
    Thump Local
    Valley Stream, NY
  • 08/2019 → 09/2021
    Estee Lauder Companies Beauty Llc
    New York, NY
  • 06/2017 → 08/2019
    Macys Inc.
    New York, NY
  • 03/2016 → 05/2017
    24Seven
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-08
S63 Uniform Securities Agent State Law Examination 2023-11-15
  • S65 Uniform Investment Adviser Law Examination
    2023-12-08
  • S63 Uniform Securities Agent State Law Examination
    2023-11-15
Other Names
  • Genesis Santos

View on SEC IAPD

Nearby Firms

MRP CAPITAL INVESTMENTS, LLC
NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY

Nearby Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA

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