• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JENI RACHEL COBBS
RACHEL COBBS, JENI RACHEL HETTICH, J. RACHEL WILSON, JENI RACHEL WILSON
CRD#: 4354424
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 303 PEACHTREE ST, NE
FL 2
ATLANTA, GA 30308
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 DALLAS, GA
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2003 - 2004 (1 year)BTRUIST INVESTMENT SERVICES, INC. (CRD# 17499)2019 - Present (5 years)IATRUIST ADVISORY SERVICES, INC. (CRD# 283390)2017 - Present (7 years)BNEXT FINANCIAL GROUP, INC. (CRD# 46214)2010 - 2012 (1 year)BNEXT FINANCIAL GROUP, INC. (CRD# 46214)2009 - 2010 (<1 year)BSAGEPOINT FINANCIAL, INC. (CRD# 133763)2005 - 2009 (4 years)BSUNAMERICA SECURITIES, INC. (CRD# 20068)2003 - 2005 (2 years)BWORLD GROUP SECURITIES, INC. (CRD# 114473)2002 - 2003 (1 year)BWMA SECURITIES, INC. (CRD# 32625)2001 - 2002 (<1 year)IAGENSPRING FAMILY OFFICES, LLC (CRD# 109278)2017 - 2017 (<1 year)
License(s)

State Registrations

IA
Georgia 12/21/2017

B
Georgia 7/19/2019

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
DALLAS, GA
303 PEACHTREE ST, NE FL 2, 3, 29, 30, 31 & 33, ATLANTA, GA 30308
Registered with this firm since 7/19/2019

IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
303 PEACHTREE ST, NE FL 2, ATLANTA, GA 30308
Registered with this firm since 12/21/2017

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
03/13/2017 - 12/31/2017 GENSPRING FAMILY OFFICES, LLC (CRD#:109278) Atlanta, GA
B
11/08/2010 - 04/10/2012 NEXT FINANCIAL GROUP, INC. (CRD#:46214) HOUSTON, TX
B
09/09/2009 - 06/01/2010 NEXT FINANCIAL GROUP, INC. (CRD#:46214) HOUSTON, TX
B
05/26/2005 - 08/10/2009 SAGEPOINT FINANCIAL, INC. (CRD#:133763) SCOTTSDALE, AZ
B
04/14/2003 - 10/31/2005 SUNAMERICA SECURITIES, INC. (CRD#:20068) PHOENIX, AZ
B
04/14/2003 - 12/31/2004 SENTRA SECURITIES CORPORATION (CRD#:10249) PHOENIX, AZ
B
04/14/2003 - 12/31/2004 SPELMAN & CO., INC. (CRD#:10232) PHOENIX, AZ
B
04/12/2002 - 04/21/2003 WORLD GROUP SECURITIES, INC. (CRD#:114473) DULUTH, GA
B
05/15/2001 - 04/12/2002 WMA SECURITIES, INC. (CRD#:32625) DULUTH, GA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.