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Advisor at FIFTH THIRD WEALTH ADVISORS LLC
CINCINNATI, OH | Charlotte, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIFTH THIRD WEALTH ADVISORS LLC | Mixed wealth | Jan 16, 2024 | n/a | yes | CINCINNATI, OH|Charlotte, NC | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Feb 17, 2021 | Dec 15, 2023 | no | ATLANTA, GA|CHARLOTTE, NC | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | Oct 28, 2020 | Feb 17, 2021 | no | RICHMOND, VA|CHARLOTTE, NC | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | Jan 2, 2018 | Sep 30, 2020 | no | CHARLOTTE, NC | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Jul 30, 2015 | Jan 2, 2018 | no | CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | FIFTH THIRD WEALTH ADVISORS LLC | Dec 15, 2023 | Jan 16, 2024 | 32 | Firm change | Other |
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Feb 17, 2021 | Feb 17, 2021 | 0 | Bulk transfer | Ibd to ibd |
| BB&T INVESTMENT SERVICES, INC. | BB&T SECURITIES, LLC | Jan 2, 2018 | Jan 2, 2018 | 0 | Bulk transfer | Other |