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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-14 |
Branch Locations
2420 Vanderbilt Beach Road, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Bank | Naples | FL | 12/2010 | 08/2023 |
| Truist Invetsment Services Inc. | Naples | FL | 08/2023 | 11/2025 |
| Truist Advisory Services Inc. | Naples | FL | 08/2023 | 11/2025 |
| Truist Advisory Services, Inc | Naples | FL | 11/2025 | Present |
| Truist Investment Services, Inc | Naples | FL | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-19 |
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