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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-04-08
  • PA RA
    APPROVED
    Since 2024-04-08

Branch Locations

645 Hamilton St Fl 10, Allentown, PA 18101 • 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 Emmaus PA 09/2013 01/2024
Truist Investment Services, Inc. Emmaus PA 01/2024 Present
Truist Advisory Services, Inc. Emmaus PA 01/2024 Present
  • 09/2013 → 01/2024
    Truist Bank
    Emmaus, PA
  • 01/2024 → Present
    Truist Investment Services, Inc.
    Emmaus, PA
  • 01/2024 → Present
    Emmaus, PA
Other Businesses

DIAKON POSITION: Board Member NATURE: Diakon Child, Family & Community Ministries provides a wide range of services for children, youth, and families. This includes adoption and foster care services for children and youth waiting for permanent family resources. Behavioral health care, certified additions counseling, and specialized children's services. Services also include family reunification and preservation services. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: Topton PA, United States DESCRIPTION: Support the mission through time and talents. Attend quarterly meetings.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-05
  • S66 Uniform Combined State Law Examination
    2024-04-05

View on SEC IAPD

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