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Detailed Report
SAMIA W RIZK
SAMIA W SAWAYA
CRD#: 5092897
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 801 LAUREL OAK DR
FL 2
NAPLES, FL 34108
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 801 LAUREL OAK DR
NAPLES, FL 34108
Registration History
20062008201020122014201620182020202220242026IATRUIST ADVISORY SERVICES, INC. (CRD# 283390)2016 - Present (8 years)BTRUIST INVESTMENT SERVICES, INC. (CRD# 17499)2007 - Present (17 years)BMORGAN KEEGAN & COMPANY, INC. (CRD# 4161)2007 - 2007 (<1 year)BSUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2006 - 2007 (<1 year)
License(s)

State Registrations

B
Florida 8/21/2007
B
Georgia 8/21/2007
IA
Florida 12/8/2016

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
801 LAUREL OAK DR FL 2, NAPLES, FL 34108
Registered with this firm since 12/8/2016
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
801 LAUREL OAK DR, NAPLES, FL 34108
MARIETTA, GA
Registered with this firm since 8/21/2007
Previous Registration(s)
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B
 04/24/2007 - 07/26/2007 MORGAN KEEGAN & COMPANY, INC. (CRD#:4161) MEMPHIS, TN
B
 04/18/2006 - 01/12/2007 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) NAPLES, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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.