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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_RES 2017-03-14
TN RA APPROVED 2016-09-13
  • TX RA
    APPROVED_RES
    Since 2017-03-14
  • TN RA
    APPROVED
    Since 2016-09-13

Branch Locations

7610 Gleason Dr, Knoxville, TN 37919 • 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
Suntrust Advisory Services, Inc./ Truist Advisory Services, Inc. Atlanta GA 09/2016 01/2023
Suntrust Investment Services,Inc./ Truist Investment Services, I Atlanta GA 03/2013 01/2023
Truist Investment Services, Inc. Knoxville TN 01/2023 Present
Truist Advisory Services, Inc. Knoxville TN 01/2023 Present
  • 09/2016 → 01/2023
    Suntrust Advisory Services, Inc./ Truist Advisory Services, Inc.
    Atlanta, GA
  • 03/2013 → 01/2023
    Suntrust Investment Services,Inc./ Truist Investment Services, I
    Atlanta, GA
  • 01/2023 → Present
    Truist Investment Services, Inc.
    Knoxville, TN
  • 01/2023 → Present
    Knoxville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-10-03
S63 Uniform Securities Agent State Law Examination 1996-06-25
  • S66 Uniform Combined State Law Examination
    2001-10-03
  • S63 Uniform Securities Agent State Law Examination
    1996-06-25
Other Names
  • Billy Taylor
  • Bill Taylor

View on SEC IAPD

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