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Advisor at TRUIST ADVISORY SERVICES, INC.
FORT LAUDERDALE, FL
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 | Jul 29, 2026 | n/a | yes | FORT LAUDERDALE, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Aug 11, 2021 | Jul 20, 2026 | no | FORT LAUDERDALE, FL|FORT LAUDERDALE, FL|BOCA RATON, FL|WEST PALM BEACH, FL|PALM SPRINGS, FL|DELRAY BEACH, FL|BOCA RATON, FL|BOCA RATON, FL|DELRAY BEACH, FL|BOCA RATON, FL|FORT LAUDERDALE, FL|FORT LAUDERDALE, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 8, 2017 | Aug 10, 2021 | no | WESTON, FL|WESTON, FL|WESTON, FL|FORT LAUDERDALE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | TRUIST ADVISORY SERVICES, INC. | Jul 20, 2026 | Jul 29, 2026 | 9 | Firm change | Wirehouse to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WELLS FARGO ADVISORS | Aug 10, 2021 | Aug 11, 2021 | 1 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:283390:FL:2026-07-20 | Jul 20, 2026 | Jul 29, 2026 | FORT LAUDERDALE, FL | Firm change |