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Pratt Dashiell Phillips

Truist Advisory Services, Inc.

Alpharetta, GA

CRD 3239309

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Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-06-09
TX RA APPROVED_RES 2017-03-14
GA RA APPROVED 2016-09-19
  • LA RA
    APPROVED
    Since 2025-06-09
  • TX RA
    APPROVED_RES
    Since 2017-03-14
  • GA RA
    APPROVED
    Since 2016-09-19

Branch Locations

2520 Northwinds Pkway Fl 4, Alpharetta, GA 30009 • 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 Investment Services, Inc. Atlanta GA 10/2009 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 10/2009 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-06-29
  • S63 Uniform Securities Agent State Law Examination
    1999-06-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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NEW EDGE WEALTH
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Nearby Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY

Nearby Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA

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