Latonya J. Woodruff
Professional summary
Latonya Jackson Woodruff, who also goes by Latonya Donielle Jackson, Latonya Woodruff, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Orlando, Florida and TRUIST INVESTMENT SERVICES, INC. located in Orlando, Florida.
Latonya is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Latonya has worked at 4 firms and has passed the Series 66, Series 63, Series 6TO, Series 7TO, SIE, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Latonya Jackson Woodruff's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 29, 2022 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 8851 Conroy Windermere Rd Fl 2, Orlando, FL 32835August 1, 2022 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 8851 Conroy Windermere Rd Fl 1, Orlando, FL 32835April 4, 2013 - March 10, 2014
TRUIST INVESTMENT SERVICES, INC.
December 6, 2007 - August 14, 2012
WELLS FARGO CLEARING SERVICES, LLC
October 1, 2000 - September 30, 2002
WELLS FARGO CLEARING SERVICES, LLC
October 1, 2000 - September 30, 2002
WELLS FARGO CLEARING SERVICES, LLC
August 25, 1998 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/18/2022)
(11/25/2022)
(8/29/2022)
Exams
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 8/1/2022
General Securities Representative ExaminationFINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
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
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Orlando, FL 32835TRUST BUT VERIFY
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