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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

REBECCA BLAKE KISHBAUGH

Advisor at TRUIST ADVISORY SERVICES, INC.

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:4a005faf-88a8-bbdf-93cf-6b88842b46e4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Aug 8, 2007 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: Aug 6, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 6, 2007
First registration: Aug 8, 2007
Dual registered: yes, broker-dealer
Other names: REBECCA M BLAKE|REBECCA MONSERRATE BLAKE|REBECCA B KISHBAUGH
IAPD individual key: 5276279

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	Feb 17, 2021	n/a	yes	CHARLOTTE, NC	Current employment
BB&T SECURITIES, LLC	Former SEC adviser	Dec 12, 2017	Feb 17, 2021	no	CHARLOTTE, NC\|RICHMOND, VA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 1, 2016	Dec 13, 2017	no	CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 21, 2011	Jul 12, 2016	no	DURHAM, NC	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 26, 2011	no	DURHAM, NC	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Aug 27, 2008	Jun 1, 2009	no	DURHAM, NC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 8, 2007	Sep 8, 2008	no	NEW YORK, NY\|JACKSONVILLE, FL	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
BB&T SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Feb 17, 2021	Feb 17, 2021	0	Bulk transfer	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BB&T SECURITIES, LLC	Dec 13, 2017	Dec 12, 2017	-1	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 12, 2016	Jun 1, 2016	-41	Firm change after gap	Ibd to wirehouse
MORGAN STANLEY	AMERIPRISE FINANCIAL SERVICES, LLC	Oct 26, 2011	Oct 21, 2011	-5	Firm change	Wirehouse to ibd
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Sep 8, 2008	Aug 27, 2008	-12	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:142785:NC:2017-11-30	Dec 13, 2017	Dec 12, 2017	CHARLOTTE, NC	Firm change

Relationships

Registered with (6)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Feb 17, 2021 to presentfactForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Dec 12, 2017 to Feb 17, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 1, 2016 to Dec 13, 2017factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 21, 2011 to Jul 12, 2016factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Oct 26, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Aug 27, 2008 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.