DFX Intelligence

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

JEFFREY TODD DUNN

Advisor at TRUIST ADVISORY SERVICES, INC.

ATLANTA, GA

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:256e6469-4dfc-3863-70cf-146785957d4e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Dec 10, 2019 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jeffrey Todd Dunn

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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: May 9, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 9, 2006
First registration: Dec 10, 2019
Dual registered: yes, broker-dealer
Other names: JEFFREY TODD DUNN|JEFFERY TODD DUNN
IAPD individual key: 4228631

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	Sep 29, 2016	n/a	yes	ATLANTA, GA	Current employment
BB&T SECURITIES, LLC	Former SEC adviser	Dec 10, 2019	Feb 17, 2021	no	Atlanta, GA\|ATLANTA, GA\|RICHMOND, VA\|CHARLOTTE, NC\|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
BB&T SECURITIES, LLC	n/a	Feb 17, 2021	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Sep 29, 2016 to presentfactForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Dec 10, 2019 to Feb 17, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:256e6469-4dfc-3863-70cf-146785957d4e
First observed: Dec 10, 2019
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.

JEFFREY TODD DUNN

Advisor at TRUIST ADVISORY SERVICES, INC.

ATLANTA, GA

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:256e6469-4dfc-3863-70cf-146785957d4e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:43 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

TRUIST ADVISORY SERVICES, INC.

Bd affiliated wealth

Sep 29, 2016

n/a

yes

ATLANTA, GA

Current employment

BB&T SECURITIES, LLC

Former SEC adviser

Dec 10, 2019

Feb 17, 2021

Atlanta, GA|ATLANTA, GA|RICHMOND, VA|CHARLOTTE, NC|RICHMOND, VA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BB&T SECURITIES, LLC

n/a

Feb 17, 2021

n/a

Departure no registered destination

Departure