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Detailed Report
JOSHUA J RENICK
CRD#: 6531107
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 515 E LAS OLAS BLVD
FL 4
FORT LAUDERDALE, FL 33301
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 515 E LAS OLAS BLVD
FL 4
FORT LAUDERDALE, FL 33301
Registration History
201620172018201920202021202220232024202520262 FIRMS2016 - 2020 (4 years)2 FIRMS2022 - Present (2 years)
License(s)

State Registrations

IA
Florida 10/4/2022
B
Florida 10/7/2022

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)
515 E LAS OLAS BLVD FL 4, FORT LAUDERDALE, FL 33301
Registered with this firm since 10/4/2022
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
515 E LAS OLAS BLVD FL 4, FORT LAUDERDALE, FL 33301
Plantation, FL
Registered with this firm since 8/17/2022
Previous Registration(s)
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IA
 10/24/2016 - 08/04/2020 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BOCA RATON, FL
B
 08/10/2016 - 08/04/2020 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BOCA RATON, 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.