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Advisor at WESBANCO SECURITIES, INC.
WHEELING, WV | Clinton, MD
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 |
|---|---|---|---|---|---|---|
| WESBANCO SECURITIES, INC. | Bd affiliated wealth | Feb 8, 2022 | n/a | yes | WHEELING, WV|Clinton, MD | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 6, 2016 | Sep 27, 2019 | no | FULTON, MD|LAUREL, MD|OLNEY, MD|CLOVERLY, MD|BELTSVILLE, MD|BURTONSVILLE, MD|ROCKVILLE, MD | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Dec 3, 2014 | Dec 31, 2016 | no | FULTON, MD|OLNEY, MD|LAUREL, MD|SILVER SPRING, MD|BURTONSVILLE, MD|BELTSVILLE, MD|CLOVERLY, MD|SILVER SPRING, MD|ROCKVILLE, MD | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 7, 2012 | Dec 12, 2014 | no | LAUREL, MD|COLUMBIA, MD | Previous registration |
| UNITED BROKERAGE SERVICES INC | Bd affiliated wealth | Sep 7, 2011 | Dec 7, 2012 | no | WINCHESTER, VA|HAGERSTOWN, MD|STRASBURG, VA|MARTINSBURG, WV|FRONT ROYAL, VA|WINCHESTER, VA|WINCHESTER, VA|FRONT ROYAL, VA|WINCHESTER, VA|WINCHESTER, VA|WINCHESTER, VA|WINCHESTER, VA | Previous registration |
| CETERA INVESTMENT SERVICES LLC | Former SEC adviser | Nov 27, 2007 | Aug 2, 2011 | no | HAGERSTOWN, MD|EXTON, PA|HAGERSTOWN, MD | Previous registration |
| IFMG SECURITIES, INC. | n/a | Jul 2, 2003 | Nov 28, 2007 | no | HAGERSTOWN, MD|HAGERSTOWN, MD|BEL AIR, MD|HAGERSTOWN, MD | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Jul 9, 2001 | Feb 10, 2003 | no | HAGERSTOWN, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | WESBANCO SECURITIES, INC. | Sep 27, 2019 | Feb 8, 2022 | 865 | Firm change after gap | Ibd to ibd |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Sep 6, 2016 | -116 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | SUNTRUST INVESTMENT SERVICES, INC. | Dec 12, 2014 | Dec 3, 2014 | -9 | Firm change | Other |
| UNITED BROKERAGE SERVICES INC | WELLS FARGO ADVISORS | Dec 7, 2012 | Dec 7, 2012 | 0 | Firm change | Other |
| CETERA INVESTMENT SERVICES LLC | UNITED BROKERAGE SERVICES INC | Aug 2, 2011 | Sep 7, 2011 | 36 | Firm change | Other |
| IFMG SECURITIES, INC. | CETERA INVESTMENT SERVICES LLC | Nov 28, 2007 | Nov 27, 2007 | -1 | Firm change | Other |
| INVEST FINANCIAL CORPORATION | IFMG SECURITIES, INC. | Feb 10, 2003 | Jul 2, 2003 | 142 | Firm change | Other |