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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-04
FL RA APPROVED 2024-07-01
  • TX RA
    APPROVED
    Since 2025-02-04
  • FL RA
    APPROVED
    Since 2024-07-01

Branch Locations

220 W Garden St Ste 800, Pensacola, FL 32501 • 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 Investment Services, Inc. Pensacola FL 04/2024 Present
Truist Bank Pensacola FL 03/2015 03/2024
Truist Advisory Services, Inc. Pensacola FL 06/2024 Present
  • 04/2024 → Present
    Truist Investment Services, Inc.
    Pensacola, FL
  • 03/2015 → 03/2024
    Truist Bank
    Pensacola, FL
  • 06/2024 → Present
    Pensacola, FL
Other Businesses

RESIDENTIAL RENTALS (OWNER) POSITION: Owner NATURE: Rental Property. This property is owned by my wife and I and is not associated with any state registered LLC or business organization. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: Pensacola FL, United States DESCRIPTION: Verify rent collection and address tenant issues. ESCAROSA HOLDINGS LLC POSITION: Partner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: Pensacola FL, United States DESCRIPTION: Pay bills including a property manager.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-12
  • S66 Uniform Combined State Law Examination
    2024-06-12

View on SEC IAPD

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