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Advisor at TRUIST ADVISORY SERVICES, INC.
JACKSONVILLE, 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 | Sep 7, 2022 | n/a | yes | JACKSONVILLE, FL | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | May 1, 2020 | Jul 25, 2022 | no | JACKSONVILLE, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 6, 2018 | Jan 2, 2020 | no | JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 12, 2016 | Feb 4, 2018 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | TRUIST ADVISORY SERVICES, INC. | Jul 25, 2022 | Sep 7, 2022 | 44 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jan 2, 2020 | May 1, 2020 | 120 | Firm change | Wirehouse to ibd |
| STRATEGIC ADVISERS LLC | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Feb 4, 2018 | Mar 6, 2018 | 30 | Firm change | Ibd to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 104555:7691:FL:2018-01-26 | Feb 4, 2018 | Mar 6, 2018 | JACKSONVILLE, FL | Firm change |