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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 2024-02-14
  • FL RA
    APPROVED
    Since 2024-02-14

Branch Locations

2420 Vanderbilt Beach Road, Naples, FL 34109 • 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 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
  • 12/2010 → 08/2023
    Truist Bank
    Naples, FL
  • 08/2023 → 11/2025
    Truist Invetsment Services Inc.
    Naples, FL
  • 08/2023 → 11/2025
    Naples, FL
  • 11/2025 → Present
    Naples, FL
  • 11/2025 → Present
    Truist Investment Services, Inc
    Naples, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-19
  • S66 Uniform Combined State Law Examination
    2024-01-19

View on SEC IAPD

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