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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

SUSAN TORDIK-ATCHISON

Advisor at TRUIST ADVISORY SERVICES, INC.

ALPHARETTA, GA

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Search this name across graphsid dfx:ria:6ec24ce7-43d7-c55c-dea5-1aecc77dc842

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 12, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRUIST ADVISORY SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 25, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: May 25, 1994
First registration: May 12, 2003
Dual registered: yes, broker-dealer
Other names: SUE TORDIK|SUSAN MARY TORDIK|SUSAN TORDIKATCHISON|SUSAN TORDIK ATCHISON|SUSAN M. TORDIK-ATCHISON|SUSAN MARY TORDIK-ATCHISON|SUSAN M ATCHISON
IAPD individual key: 2027591

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Sep 1, 2016	n/a	yes	ALPHARETTA, GA	Current employment
PRIMERICA ADVISORS	National bd RIA	Jan 25, 2012	Sep 19, 2012	no	HATTIESBURG, MS	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 16, 2004	Jan 28, 2010	no	ATLANTA, GA\|ALPHARETTA, GA\|ATLANTA, GA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 12, 2003	Jan 10, 2005	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRIMERICA ADVISORS	TRUIST ADVISORY SERVICES, INC.	Sep 19, 2012	Sep 1, 2016	1,443	Firm change after gap	Ibd to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PRIMERICA ADVISORS	Jan 28, 2010	Jan 25, 2012	727	Firm change after gap	Wirehouse to ibd
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 10, 2005	Dec 16, 2004	-25	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Sep 1, 2016 to presentfactForm ADV
→ PRIMERICA ADVISORSRegistered adviserregistration: previous registration
Jan 25, 2012 to Sep 19, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 16, 2004 to Jan 28, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 12, 2003 to Jan 10, 2005factForm ADV

Dated events

No dated event names this entity yet.