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Advisor at WELLS FARGO ADVISORS
MYRTLE BEACH, 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 |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | Wirehouse | Jul 14, 2022 | n/a | yes | MYRTLE BEACH, SC | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Mar 2, 2021 | Jun 7, 2022 | no | ATLANTA, GA|MYRTLE BEACH, SC | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | Jul 11, 2018 | Mar 2, 2021 | no | CHARLOTTE, NC|WILMINGTON, NC|LITTLE RIVER, SC|RICHMOND, VA|MYRTLE BEACH, SC | Previous registration |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Jul 19, 2016 | Jul 11, 2018 | no | MYRTLE BEACH, SC|RALEIGH, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | WELLS FARGO ADVISORS | Jun 7, 2022 | Jul 14, 2022 | 37 | Firm change | Ibd to wirehouse |
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Mar 2, 2021 | Mar 2, 2021 | 0 | Bulk transfer | Ibd to ibd |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | BB&T SECURITIES, LLC | Jul 11, 2018 | Jul 11, 2018 | 0 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283390:19616:SC:2022-06-06 | Jun 7, 2022 | Jul 14, 2022 | MYRTLE BEACH, SC | Firm change |