# EDGAR Filing Document

**Accession Number:** 0000786397
**File Stem:** 0000786397-26-000004
**Filing Date:** 2026-3
**Character Count:** 2878
**Document Hash:** 7f4526fce01bdfc3f5c5e4238cc47939
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000786397-26-000004.hdr.sgml**: 20260302

**ACCESSION NUMBER**: 0000786397-26-000004

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 3

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260302

**DATE AS OF CHANGE**: 20260302

**EFFECTIVENESS DATE**: 20260302

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TRUIST INVESTMENT SERVICES, INC.
- **CENTRAL INDEX KEY:** 0000786397

**ORGANIZATION NAME:**
- **EIN:** 581648698
- **STATE OF INCORPORATION:** GA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-35355
- **FILM NUMBER:** 26709506

**BUSINESS ADDRESS:**
- **STREET 1:** 303 PEACHTREE STREET
- **STREET 2:** 2ND FLOOR
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30303
- **BUSINESS PHONE:** (404) 827-6518

**MAIL ADDRESS:**
- **STREET 1:** 303 PEACHTREE STREET
- **STREET 2:** 2ND FLOOR
- **CITY:** ATLANTA
- **STATE:** GA
- **ZIP:** 30303

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TRUIST INVESTMENT SERVICES, INC. (EFFECTIVE DECEMBER 14, 2020)
- **DATE OF NAME CHANGE:** 20201123

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SUNTRUST INVESTMENT SERVICES, INC.
- **DATE OF NAME CHANGE:** 20050602

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** SUNTRUST SECURITIES, INC.
- **DATE OF NAME CHANGE:** 20020301

### Attached PDF Documents

**Attachment 1:** `tisafs123125.pdf`

_No text found in this document._

**Attachment 2:** `tissofc123125.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000786397

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** Yes

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** TRUIST INVESTMENT SERVICES, INC.

**Business Address:** 303 PEACHTREE STREET, 2ND FLOOR, ATLANTA, GA, 30303

**Contact Person:** EVELYN CALLENDER

**Contact Phone:** 8042713822

### Independent Public Accountant Identification

**Accountant Name:** PricewaterhouseCoopers

**Accountant Address:** 214 N. Tryon Street, Suite 4200, CHARLOTTE, NC, 28202

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **EVELYN CALLENDER**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **TRUIST INVESTMENT SERVICES, INC.**, as of **12-31-2025**, are true and correct.

**Signature:** EVELYN CALLENDER

**Title:** CHIEF FINANCIAL OFFICER