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Advisor at TRUIST ADVISORY SERVICES, INC.
LEXINGTON, SC
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 | Aug 19, 2026 | n/a | yes | LEXINGTON, SC | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Aug 9, 2023 | Aug 19, 2026 | no | GREENVILLE, SC|LEXINGTON, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | TRUIST ADVISORY SERVICES, INC. | Aug 19, 2026 | Aug 19, 2026 | 0 | Firm change | Wirehouse to ibd |