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Advisor at TRUIST ADVISORY SERVICES, INC.
CHARLOTTE, NC
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 | Feb 17, 2021 | n/a | yes | CHARLOTTE, NC | Current employment |
| BB&T SECURITIES, LLC | Former SEC adviser | Jan 2, 2018 | Feb 17, 2021 | no | CHARLOTTE, NC|RICHMOND, VA | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Jul 23, 2012 | Jan 2, 2018 | no | CHARLOTTE, NC|CHARLOTTE, NC|NEWNAN, GA|MCDONOUGH, GA|SAVANNAH, GA|SAVANNAH, GA|DALTON, GA|CALHOUN, GA|EAST ELLIJAY, GA|MACON, GA|MACON, GA|MACON, GA|CARROLLTON, GA|CUMMING, GA|BLUE RIDGE, GA|STATESBORO, GA|METTER, GA|ATLANTA, GA|DULUTH, GA|FAYETTEVILLE, GA|PEACHTREE CITY, GA|WARNER ROBINS, GA|GAINESVILLE, GA|MARIETTA, GA|NEWNAN, GA|LEXINGTON, KY|BOWLING GREEN, KY|GLASGOW, KY|SAVANNAH, GA|SAVANNAH, GA|SUMMERSVILLE, GA|RINCON, GA|MILLEDGEVILLE, GA|MACON, GA|KENNESAW, GA|BUFORD, GA|DACULA, GA|RINCON, GA|MILLEDGEVILLE, GA|MACON, GA|KENNESAW, GA|BUFORD, GA|DACULA, GA|SUMMERSVILLE, GA|CHARLOTTE, NC|GREENVILLE, SC|SIMPSONVILLE, SC|ANDERSON, SC|EASLEY, SC|LANCASTER, SC|TAYLORS, SC|GREER, SC|SPARTANBURG, SC|SPARTANBURG, SC|SPARTANBURG, SC|BOILING SPRINGS, SC|GREENVILLE, SC|SENECA, SC|GREENVILLE, SC|CHARLOTTE, NC|INDIAN TRAIL, NC|WINSTON-SALEM, NC|CHERRYVILLE, NC|STATESVILLE, NC|SHELBY, NC|MOCKSVILLE, NC|MOCKSVILLE, NC|WINSTON-SALEM, NC|CLEMMONS, NC|CHARLOTTE, NC|CHARLOTTE, NC|PINEVILLE, NC|BOONE, NC|CHARLOTTE, NC|CHARLOTTE, NC|LINCOLNTON, NC|GASTONIA, NC|ELIZABETH CITY, NC|HIGHPOINT, NC|JAMESTOWN, NC|HIGH POINT, NC|WINSTON-SALEM, NC|WINSTON-SALEM, NC|FOREST CITY, NC|MORGANTON, NC|LEXINGTON, NC|WINSTON SALEM, NC|MATTHEWS, NC|CHARLOTTE, NC|HICKORY, NC|CHARLOTTE, NC|NEWTON, NC|WINSTON-SALEM, NC|WINSTON SALEM, NC|WINSTON-SALEM, NC|KING, NC|MOUNT AIRY, NC|YADKINVILLE, NC|ELKIN, NC|THOMASVILLE, NC|THOMASVILLE, NC|HIGH POINT, NC|KERNERSVILLE, NC|KERNERSVILLE, NC|CHARLOTTE, NC|MORESVILLE, NC|CONCORD, NC|MONROE, NC|HIGH POINT, NC|HICKORY, NC|HICKORY, NC|ASHEVILLE, NC|WAYNESVILLE, NC|ROCKY MOUNT, NC|DAWSONVILLE, GA|MAULDIN, SC|ANDERSON, SC|MARIETTA, GA | Previous registration |
| 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 |
| BB&T INVESTMENT SERVICES, INC. | BB&T SECURITIES, LLC | Jan 2, 2018 | Jan 2, 2018 | 0 | Bulk transfer | Other |