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Advisor at WEST PACES ADVISORS, INC.
ATLANTA, GA
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 |
|---|---|---|---|---|---|---|
| WEST PACES ADVISORS, INC. | Independent wealth | Apr 11, 2018 | n/a | yes | ATLANTA, GA | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Oct 12, 2016 | Feb 2, 2018 | no | ATLANTA, GA | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 19, 2016 | Sep 19, 2016 | no | ATLANTA, GA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jan 10, 2005 | Dec 31, 2016 | no | ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | WEST PACES ADVISORS, INC. | Feb 2, 2018 | Apr 11, 2018 | 68 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Sep 19, 2016 | -103 | Bulk transfer | Other |