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Advisor at FIRST CITIZENS INVESTOR SERVICES, INC.
Atlanta, GA
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 |
|---|---|---|---|---|---|---|
| FIRST CITIZENS INVESTOR SERVICES, INC. | Bd affiliated wealth | Sep 16, 2026 | n/a | yes | Atlanta, GA | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Mar 2, 2021 | May 8, 2024 | no | FORT LAUDERDALE, FL|ATLANTA, GA | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | Jan 2, 2018 | Mar 2, 2021 | no | CHARLOTTE, NC|FORT LAUDERDALE, FL|RICHMOND, VA | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Jul 13, 2016 | Jan 2, 2018 | no | CHARLOTTE, NC|FORT LAUDERDALE, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 28, 2015 | Mar 8, 2016 | no | PHOENIX, AZ|LAGUNA NIGUEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | FIRST CITIZENS INVESTOR SERVICES, INC. | May 8, 2024 | Sep 16, 2026 | 861 | Firm change after gap | Ibd to ibd |
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Mar 2, 2021 | Mar 2, 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 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | BB&T INVESTMENT SERVICES, INC. | Mar 8, 2016 | Jul 13, 2016 | 127 | Firm change | Other |