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.

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

Oct 20, 2003earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Oct 20, 2003

First registration

May 6, 2004

Dual registered

yes, broker-dealer

IAPD individual key

4706738

• Occurred

  Oct 17, 2023
  Advisor changed firm

  Jose Fincheltub left Morgan Stanley for Truist Advisory Services, Inc. (registered 2023-10-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0c33128b-b486-95d9-4b08-e4a7f0660ecd

First observed

May 6, 2004

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.