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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-26
  • FL RA
    APPROVED
    Since 2024-04-26

Branch Locations

1303 S Babock St, Melbourne, FL 32901 • 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. 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
  • 04/2024 → 10/2025
    Truist Investment Services, Inc.
    Melbourne, FL
  • 07/2008 → 04/2024
    Truist Financial Corporation
    Melbourne, FL
  • 04/2024 → 10/2025
    Melbourne, FL
  • 10/2025 → Present
    Truist Investment Services, Inc
    Melbourne, FL
  • 10/2025 → Present
    Melbourne, FL
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-07-09
  • S63 Uniform Securities Agent State Law Examination
    2024-07-09
Designations
Other Names
  • Linda Nguyen Dinh

View on SEC IAPD

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