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Detailed Report
PEDRO PAULO PESSOA SARAIVA LOURENCO
PEDRO PAULO LOURENCO, PEDRO PAULO PESSOA SARAIVA LOURENCO
CRD#: 6032383
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 1400 POST OAK BLVD
STE 650
HOUSTON, TX 77056
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 1400 POST OAK BLVD
FL 6
HOUSTON, TX 77056
Registration History
20192020202120222023202420252026BTRUIST INVESTMENT SERVICES, INC. (CRD# 17499)2023 - Present (2 years)IATRUIST ADVISORY SERVICES, INC. (CRD# 283390)2019 - Present (5 years)
License(s)

State Registrations

B
Alabama 6/18/2024
B
North Carolina 2/29/2024
B
California 12/12/2023
B
Ohio 5/30/2024
B
Colorado 10/7/2024
B
Tennessee 8/10/2023
B
Florida 4/19/2023
IA
Texas 10/30/2019
B
Georgia 6/18/2024
B
Texas 3/6/2023
B
Kansas 4/23/2024
B
Virginia 6/17/2024
B
Massachusetts 8/1/2023

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)
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
1400 POST OAK BLVD FL 6, HOUSTON, TX 77056
HOUSTON, TX
Registered with this firm since 3/6/2023
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
1400 POST OAK BLVD STE 650, HOUSTON, TX 77056
Registered with this firm since 10/30/2019
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.