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Advisor at TRUIST ADVISORY SERVICES, INC.
MONTGOMERY VILLAGE, MD
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 | Jan 28, 2026 | n/a | yes | MONTGOMERY VILLAGE, MD | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 22, 2023 | Feb 9, 2026 | no | FREDERICK, MD|ANNANDALE, VA|ALEXANDRIA, VA|VIENNA, VA|ALEXANDRIA, VA|ARLINGTON, VA|FALLS CHURCH, VA|OLNEY, MD|GAITHERSBURG, MD|SILVER SPRING, MD|VIENNA, VA|MCLEAN, VA|FAIRFAX, VA|GERMANTOWN, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | TRUIST ADVISORY SERVICES, INC. | Feb 9, 2026 | Jan 28, 2026 | -12 | Firm change | Ibd to ibd |