Best Investors
Account
Sign in
Truist Advisory Services, Inc. CRD 283390
$77.4B regulatory AUM 509 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-01-12 |
Branch Locations
1 Town Center Rd Ste 200, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 06/2013 | Present |
| Suntrust Bank | West Palm Beach | FL | 05/2013 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | Present |
| Bb&T Securities, Llc. | Richmond | VA | 12/2019 | Present |
POSITION: MANAGER NATURE: RENTAL PROPERTIES INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 06/16/2003 ADDRESS: , BOCA RATON FL DESCRIPTION: LLC HOLDS 2 RENTAL PROPERTIES MY WIFE AND I PURCHASED IN 2003. WE HAVE A MANGER WHO MANAGERS THE PROPERTIES ON A DAY TO DAY BASIS.  MY WIFE HANDLES ALL CHECK WRITING OF BILLS AND ANY DAY TO DAY OPERATIONS OF THE 2 CONDO'S WHICH ARE EXTREMELY MINIMAL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-30 |
Reach out to this advisor