Best Investors Account Sign in
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-15
  • PA RA
    APPROVED
    Since 2025-10-15

Branch Locations

16576 Susquehanna Trail S 2Nd Floor, New Freedom, PA 17349 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truist Investment Services, Inc. New Freedom PA 10/2023 Present
Truist Bank Shrewsbury PA 07/2019 10/2023
Truist Bank York PA 08/2019 07/2021
Buffalo Wild Wings York PA 11/2017 07/2019
Red Lobster York PA 01/2009 02/2017
Unemployed York PA 02/2017 11/2017
  • 10/2023 → Present
    Truist Investment Services, Inc.
    New Freedom, PA
  • 07/2019 → 10/2023
    Truist Bank
    Shrewsbury, PA
  • 08/2019 → 07/2021
    Truist Bank
    York, PA
  • 11/2017 → 07/2019
    Buffalo Wild Wings
    York, PA
  • 01/2009 → 02/2017
    Red Lobster
    York, PA
  • 02/2017 → 11/2017
    Unemployed
    York, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-09
  • S66 Uniform Combined State Law Examination
    2025-10-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New Freedom, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor