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

Sep 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

May 14, 2018

First registration

Jul 12, 2018

Dual registered

yes, broker-dealer

Other names

Steve Robinson|Steven Michael Robinson|Steven Robinson

IAPD individual key

6775944

• Occurred

  Oct 26, 2022
  Advisor changed firm

  Steven Michael Robinson left Fidelity Personal And Workplace Advisors for Truist Advisory Services, Inc. (registered 2022-11-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6d1e0b25-4ae3-2c32-40b0-28c20f207fa9

First observed

Jul 12, 2018

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.