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Advisor at TRUIST ADVISORY SERVICES, INC.
OOLTEWAH, TN
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 |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 4, 2026 | n/a | yes | OOLTEWAH, TN | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 4, 2026 | n/a | yes | OOLTEWAH, TN | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Dec 2, 2022 | n/a | yes | CANTON, GA|CARTERSVILLE, GA|Whitwell, TN|CANTON, GA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Nov 29, 2022 | Sep 18, 2026 | no | ATLANTA, GA|ROSWELL, GA|ATLANTA, GA|CANTON, GA|CARTERSVILLE, GA|Whitwell, TN|CUMMING, GA|CANTON, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 6, 2022 | Nov 23, 2022 | no | NEW YORK, NY|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | TRUIST ADVISORY SERVICES, INC. | Sep 18, 2026 | Sep 4, 2026 | -14 | Firm change | Wirehouse to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Nov 23, 2022 | Nov 29, 2022 | 6 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:19616:GA:2022-11-23 | Nov 23, 2022 | Dec 2, 2022 | ATLANTA, GA | Firm change |