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Advisor at TRUIST ADVISORY SERVICES, INC.
GAINESVILLE, 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 |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 9, 2021 | n/a | yes | GAINESVILLE, GA | Current employment |
| MORGAN STANLEY | Wirehouse | Jan 13, 2014 | Sep 22, 2021 | no | Atlanta, GA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 15, 2010 | Jan 7, 2014 | no | ATLANTA, GA|ATLANTA, GA|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | TRUIST ADVISORY SERVICES, INC. | Sep 22, 2021 | Sep 9, 2021 | -13 | Firm change | Wirehouse to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY | Jan 7, 2014 | Jan 13, 2014 | 6 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:283390:GA:2021-09-22 | Sep 22, 2021 | Sep 9, 2021 | ATLANTA, GA | Firm change |