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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

JULIA BROWN MOODY

Advisor at TRUIST ADVISORY SERVICES, INC.

BREMEN, GA

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Search this name across graphsid dfx:ria:47e4ce37-b8f4-3ac1-b0f0-fb703fe0a070

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 17, 2014 to Sep 14, 2026

Across DFX

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.

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: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 29, 2014
First registration: Nov 17, 2014
Dual registered: yes, broker-dealer
Other names: JULIA KATE BROWN|JULIE BROWN MOODY|JULIA MOODY|JULIE MOODY
IAPD individual key: 6341243

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	Nov 2, 2023	n/a	yes	BREMEN, GA	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Mar 27, 2020	Oct 31, 2023	no	DOUGLASVILLE, GA	Previous registration
BB&T SECURITIES, LLC	Former SEC adviser	Jan 2, 2018	Mar 12, 2020	no	CHARLOTTE, NC\|DOUGLASVILLE, GA\|DULUTH, GA	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Nov 17, 2014	Jan 2, 2018	no	CHARLOTTE, NC\|DOUGLASVILLE, GA\|DULUTH, GA	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
CETERA INVESTMENT ADVISERS LLC	TRUIST ADVISORY SERVICES, INC.	Oct 31, 2023	Nov 2, 2023	2	Firm change	Ibd to ibd
BB&T SECURITIES, LLC	CETERA INVESTMENT ADVISERS LLC	Mar 12, 2020	Mar 27, 2020	15	Firm change	Ibd to ibd
BB&T INVESTMENT SERVICES, INC.	BB&T SECURITIES, LLC	Jan 2, 2018	Jan 2, 2018	0	Bulk transfer	Other

Relationships

Registered with (4)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Nov 2, 2023 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Mar 27, 2020 to Oct 31, 2023factForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 2, 2018 to Mar 12, 2020factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Nov 17, 2014 to Jan 2, 2018factForm ADV

Dated events

Occurred
Oct 31, 2023
Advisor changed firm
Julia Brown Moody left Cetera Investment Advisers Llc for Truist Advisory Services, Inc. (registered 2023-11-02)
Form ADVobserved 5 days ago