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Advisor at TRUIST ADVISORY SERVICES, INC.
FORT LAUDERDALE, FL
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 14, 2026 | n/a | yes | FORT LAUDERDALE, FL | Current employment |
| VALLEY WEALTH MANAGERS, INC. | Independent wealth | May 20, 2024 | Dec 15, 2025 | no | PARAMUS, NJ|Coral Gables, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VALLEY WEALTH MANAGERS, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 15, 2025 | Jan 14, 2026 | 30 | Firm change | RIA to ibd |