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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

JAMIE ALLISON MACKENZIE

Advisor at TRUIST ADVISORY SERVICES, INC.

COCOA BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1d4f05d9-e554-216e-dfc4-9c5619bceab2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 1, 2001 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: Nov 24, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Nov 24, 1993
First registration: Jun 1, 2001
Dual registered: yes, broker-dealer
Other names: JAMIE TIBBS|JAMIE ALLISON TIBBS|JAMIE ALLISON DUNN|JAMIE ALLISON HAZELWOOD|JAMIE ALLISON TIBBS
IAPD individual key: 2394448

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	Jun 5, 2026	n/a	yes	COCOA BEACH, FL	Current employment
WELLS FARGO ADVISORS	Wirehouse	Dec 17, 2003	Dec 4, 2007	no	PEORIA, AZ\|NARRAGANSETT, RI\|SCOTTSDALE, AZ\|RICHMOND, VA\|RICHMOND, VA\|MESA, AZ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 1, 2001	Feb 10, 2004	no	RICHMOND, VA	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
WELLS FARGO ADVISORS	TRUIST ADVISORY SERVICES, INC.	Dec 4, 2007	Jun 5, 2026	6,758	Firm change after gap	Wirehouse to ibd
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Feb 10, 2004	Dec 17, 2003	-55	Channel change	Wirehouse to wirehouse

Relationships

Registered with (3)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Jun 5, 2026 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 17, 2003 to Dec 4, 2007factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 1, 2001 to Feb 10, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d4f05d9-e554-216e-dfc4-9c5619bceab2
First observed: Jun 1, 2001
Last observed: Sep 14, 2026 6 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.

JAMIE ALLISON MACKENZIE

Advisor at TRUIST ADVISORY SERVICES, INC.

COCOA BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1d4f05d9-e554-216e-dfc4-9c5619bceab2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:25 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

TRUIST ADVISORY SERVICES, INC.

Bd affiliated wealth

Jun 5, 2026

n/a

yes

COCOA BEACH, FL

Current employment

WELLS FARGO ADVISORS

Wirehouse

Dec 17, 2003

Dec 4, 2007

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Jun 1, 2001

Feb 10, 2004

RICHMOND, VA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

TRUIST ADVISORY SERVICES, INC.

Dec 4, 2007

Jun 5, 2026

6,758

Firm change after gap

Wirehouse to ibd

WELLS FARGO ADVISORS

Feb 10, 2004

Dec 17, 2003

-55

Channel change

Wirehouse to wirehouse