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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 2025-01-15
  • FL RA
    APPROVED
    Since 2025-01-15

Branch Locations

2300 E Colonial Dr, Orlando, FL 32803 • 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. Orlando FL 07/2024 Present
Truist Bank Orlando FL 08/2021 07/2024
Enterprise Holdings Orlando FL 07/2006 08/2020
Unemployed Due To Layoff Orlando FL 08/2020 08/2021
Truist Advisory Services, Inc. Orlando FL 01/2025 Present
  • 07/2024 → Present
    Truist Investment Services,Inc.
    Orlando, FL
  • 08/2021 → 07/2024
    Truist Bank
    Orlando, FL
  • 07/2006 → 08/2020
    Enterprise Holdings
    Orlando, FL
  • 08/2020 → 08/2021
    Unemployed Due To Layoff
    Orlando, FL
  • 01/2025 → Present
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-31
  • S66 Uniform Combined State Law Examination
    2024-10-31

View on SEC IAPD

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