DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 | Dec 16, 2021 | n/a | yes | CHARLOTTE, NC | Current employment |
| BB&T SECURITIES, LLC | Former SEC adviser | Jan 2, 2018 | Mar 2, 2021 | no | CHARLOTTE, NC|RICHMOND, VA | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Jul 22, 2009 | Jan 2, 2018 | no | CHARLOTTE, NC|COLUMBIA, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Mar 2, 2021 | Dec 16, 2021 | 289 | Bulk transfer | Ibd to ibd |
| BB&T INVESTMENT SERVICES, INC. | BB&T SECURITIES, LLC | Jan 2, 2018 | Jan 2, 2018 | 0 | Bulk transfer | Other |