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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

WILLIAM ADAM WILKINSON

Advisor at TRUIST ADVISORY SERVICES, INC.

DALLAS, TX

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Search this name across graphsid dfx:ria:11293f6c-7275-fb55-2c9f-506f5fd3d7e4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 18, 2007 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: Jan 6, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jan 6, 2007
First registration: May 18, 2007
Dual registered: yes, broker-dealer
Other names: ADAM WILKINSON
IAPD individual key: 5247155

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	Feb 17, 2021	n/a	yes	DALLAS, TX	Current employment
BB&T SECURITIES, LLC	Former SEC adviser	Aug 16, 2019	Feb 17, 2021	no	CHARLOTTE, NC\|DALLAS, TX\|RICHMOND, VA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Oct 20, 2014	Jan 5, 2017	no	DALLAS, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Sep 23, 2014	no	SAN ANTONIO, TX\|MINNEAPOLIS, MN\|SAN ANGELO, TX\|AUSTIN, TX\|MIDLAND, TX\|CHARLOTTE, NC	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Aug 25, 2008	Jan 3, 2011	no	SAN ANGELO, TX	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	May 18, 2007	Mar 12, 2008	no	SAN ANGELO, TX	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
BB&T SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Feb 17, 2021	Feb 17, 2021	0	Bulk transfer	Ibd to ibd
CETERA INVESTMENT ADVISERS LLC	BB&T SECURITIES, LLC	Jan 5, 2017	Aug 16, 2019	953	Firm change after gap	Other
WELLS FARGO ADVISORS	CETERA INVESTMENT ADVISERS LLC	Sep 23, 2014	Oct 20, 2014	27	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other
FIRST COMMAND FINANCIAL PLANNING, INC.	WELLS FARGO INVESTMENTS, LLC	Mar 12, 2008	Aug 25, 2008	166	Firm change	Other

Relationships

Registered with (6)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Feb 17, 2021 to presentfactForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Aug 16, 2019 to Feb 17, 2021factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Oct 20, 2014 to Jan 5, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Sep 23, 2014factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Aug 25, 2008 to Jan 3, 2011factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
May 18, 2007 to Mar 12, 2008factForm ADV

Dated events

No dated event names this entity yet.