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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Melbourne | FL | 04/2024 | 10/2025 |
| Truist Financial Corporation | Melbourne | FL | 07/2008 | 04/2024 |
| Truist Advisory Services, Inc. | Melbourne | FL | 04/2024 | 10/2025 |
| Truist Investment Services, Inc | Melbourne | FL | 10/2025 | Present |
| Truist Advisory Services, Inc. | Melbourne | FL | 10/2025 | Present |
Development Commission of Space Coast -Not investment related -6525 3rd str #304, Rockledge FL 32955 -nonprofit for economic development -Chair Elect for Economic -Start date of relationship is August 2017 -10 hours per mdnth -1 hour during securities trading hours -executive officer with board oversight of staff activities United Way of Brevard -Not investment related -1100 Rockledge Blvd #300, Rockledge FL 32955 -nonprofit for community charitable giving -Board of directors -start date July 2022 -2 hours per month -1 hour per month during securities tra ing hours -board meetings for oversight of organizations activities Junior Achievement of Space Coast -not investment related -1275 S Patrick Dr, Satellite Beach, FY 32937 -nonprofit for education of primary and secondary children -board of directors -Start date November 2021 -2 hours per month -0 hours during securities tradini hours -board oversight of activities and staff BREVARD COUNTY ESTATE PLANNING COUNCIL POSITION: Board of Directors NATURE: The Brevard County Estate Planning Council (BCEPC) has been providing education, networking, exchange of ideas and fellowship to those involved in estate planning since 1983. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/08/2024 ADDRESS: Melbourne FL, United States DESCRIPTION: Oversight and governance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-09 |
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