DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TRUIST ADVISORY SERVICES, INC.
RALEIGH, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | May 27, 2022 | n/a | yes | RALEIGH, NC | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Dec 2, 2004 | Jun 7, 2022 | no | DURHAM, NC|CHARLOTTE, NC|CHAPEL HILL, NC|DURHAM, NC|DURHAM, NC|DURHAM, NC|RALEIGH, NC|RALEIGH, NC|RALEIGH, NC|DURHAM, NC|CHAPEL HILL, NC|CARY, NC | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Mar 6, 2002 | Aug 10, 2004 | no | RALEIGH, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | TRUIST ADVISORY SERVICES, INC. | Jun 7, 2022 | May 27, 2022 | -11 | Firm change | Wirehouse to ibd |
| EQUITABLE ADVISORS, LLC | WELLS FARGO ADVISORS | Aug 10, 2004 | Dec 2, 2004 | 114 | Firm change | Ibd to wirehouse |