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.

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

Jun 15, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65|S63|S66

First exam

Jun 15, 1992

First registration

Dec 17, 2004

Dual registered

no

Other names

JIM WESCHE|JAMES AUGUST WESCHE|JAMES AUGUST WESCHE

IAPD individual key

2235195

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5dabc081-7ad9-ed9a-295a-0a711524f68a

First observed

Dec 17, 2004

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.