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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-04-28
  • TN RA
    APPROVED
    Since 2026-04-28

Branch Locations

551 Sam Ridley Pkwy W, Smyrna, TN 37167 • 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
Thrivent Investment Management Inc. Minneapolis MN 11/2023 04/2026
Cedarstone Bank Nashville TN 08/2022 08/2023
Truist Bank Nashville TN 04/2020 08/2022
Haglin Technology Innovations Nashville TN 11/2019 04/2020
Madden'S On Gull Lake East Gull Lake MN 05/2019 11/2019
Belmont University Nashville TN 08/2016 05/2019
Unemployed Nashville TN 08/2023 11/2023
Thrivent Financial Appleton WI 12/2023 07/2024
Thrivent Financial Appleton WI 07/2024 03/2025
Thrivent Financial Appleton WI 03/2025 04/2026
Truist Investment Services, Inc Smyrna TN 04/2026 Present
Truist Advisory Services,Inc Smyrna TN 04/2026 Present
  • 11/2023 → 04/2026
    Minneapolis, MN
  • 08/2022 → 08/2023
    Cedarstone Bank
    Nashville, TN
  • 04/2020 → 08/2022
    Truist Bank
    Nashville, TN
  • 11/2019 → 04/2020
    Haglin Technology Innovations
    Nashville, TN
  • 05/2019 → 11/2019
    Madden'S On Gull Lake
    East Gull Lake, MN
  • 08/2016 → 05/2019
    Belmont University
    Nashville, TN
  • 08/2023 → 11/2023
    Unemployed
    Nashville, TN
  • 12/2023 → 07/2024
    Thrivent Financial
    Appleton, WI
  • 07/2024 → 03/2025
    Thrivent Financial
    Appleton, WI
  • 03/2025 → 04/2026
    Thrivent Financial
    Appleton, WI
  • 04/2026 → Present
    Truist Investment Services, Inc
    Smyrna, TN
  • 04/2026 → Present
    Truist Advisory Services,Inc
    Smyrna, TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-08
  • S66 Uniform Combined State Law Examination
    2024-03-08

View on SEC IAPD

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