DP
Dennis E. Parker
TRUIST ADVISORY SERVICES
ATLANTA, GA 30339
Some features on this profile are disabled
CRD#: 2665845
DP
Professional summary
Dennis Eugene Parker JR, AIF® is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.
Dennis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Dennis has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
POSITION: Property Owner NATURE: Investor in single family rental property. I bought a new home and will be renting my prior home.I have signed a agreement with Lighthouse Rental Homes to provide all property management. I will be an investor only. Attorney will be drafting operating agreement for LLC in the next several weeks and property will be moved into that name. I will update OBA at that time. No business name other than the property name or my name currently. INVESTMENT RELATED: No NUMBER OF HOURS: 1100 SECURITIES TRADING HOURS: 1 START DATE: 07/08/2016 ADDRESS: Newnan GA DESCRIPTION: No duties other than owning the property, paying for repairs, etc. I will be a passive investor with all active responsibilities belonging to property management company. Start date is unknown as property is currently being repaired and upgraded. MAGENS 7 LLC POSITION: Member NATURE: Investor in single family rental property. I bought a new home and will be renting my prior home. I have signed a agreement with Lighthouse Rental Homes to provide all property management. I will be an investor only. Attorney will be drafting operating agreement for LLC in the next several weeks and property will be moved into that name. I will update OBA at that time. No business name other than the property name or my name currently. -Updated- Property has now been moved to Magens 7 LLC a multi member LLC owned by Myself and my wife. The property management group sold to Bravo Group INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2016 ADDRESS: Newnan GA, United States DESCRIPTION: No duties other than owning the property, paying for repairs, etc. I will be a passive investor with all active responsibilities belonging to property management company. Start date is unknown as property is currently being repaired and upgraded.- Property ownership has changed from my personal name to Magens 7 LLC multi member LLC owned equally by myself and my wife Sharon Parker SOUTHSIDE CHURCH POSITION: Stewardship Team Member NATURE: Nonprofit Religious organization with 5 church campuses on the Southside of Atlanta. Also operating as Southside Ministries Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/09/2023 ADDRESS: Peachtree City GA, United States DESCRIPTION: The Stewardship Team has the executive authority and responsibility to oversee the execution of all financial matters related to Southside Church, with the goal of preserving the financial health of the organization. This team also establishes guidelines for salaries of all employees of Southside Church.
CRS (Client Relationship Summary) - RIA
Click below to view Dennis Eugene Parker JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 19, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 740 Battery Ave, Se Ste 8500, Atlanta, GA 30339RIA
CRD#: 283390
ATLANTA, GA
Current
January 26, 2000 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 740 Battery Ave, Se Ste 8500, Atlanta, GA 30339BD
CRD#: 17499
ATLANTA, GA
Past
May 29, 2002 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
ATLANTA, GA
Past
July 11, 1997 - January 31, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
July 22, 1996 - February 7, 1997
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Past
November 16, 1995 - June 5, 1996
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/26/2000)
RR
Arizona(10/18/2024)
RR
Arkansas(11/28/2016)
RR
California(2/11/2011)
RR
Colorado(3/18/2011)
RR
Connecticut(6/3/2024)
RR
Delaware(6/4/2020)
RR
District of Columbia(9/28/2012)
RR
Florida(1/12/2004)
RR
Georgia(1/26/2000)
IAR
Georgia(9/19/2016)
RR
Idaho(3/24/2022)
RR
Illinois(3/25/2014)
RR
Iowa(9/17/2019)
RR
Louisiana(11/8/2017)
IAR
Louisiana(6/9/2020)
RR
Maryland(7/15/2015)
RR
Massachusetts(4/12/2019)
RR
Michigan(12/4/2023)
RR
Minnesota(6/9/2020)
RR
Mississippi(10/27/2020)
RR
Missouri(5/15/2018)
RR
Montana(11/21/2013)
RR
New Jersey(10/29/2014)
RR
New Mexico(11/18/2016)
RR
New York(4/8/2013)
RR
North Carolina(4/8/2015)
RR
Ohio(4/9/2021)
RR
Oklahoma(4/27/2023)
RR
Pennsylvania(12/4/2019)
RR
Rhode Island(11/6/2020)
IAR
Rhode Island(8/11/2021)
RR
South Carolina(1/2/2015)
RR
Tennessee(7/15/2015)
RR
Texas(1/14/2008)
IAR
Texas(3/13/2017)
RR
Virginia(10/23/2017)
RR
Washington(2/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
