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Advisor at TRUIST ADVISORY SERVICES, INC.
NEW YORK, NY
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 | Jan 18, 2024 | n/a | yes | NEW YORK, NY | Current employment |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jun 16, 2022 | Jan 3, 2024 | no | New York, NY | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 27, 2019 | Jun 9, 2022 | no | New York, NY|TARPON SPRINGS, FL|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN SECURITIES LLC | TRUIST ADVISORY SERVICES, INC. | Jan 3, 2024 | Jan 18, 2024 | 15 | Firm change | Wirehouse to ibd |
| WELLS FARGO ADVISORS | J.P. MORGAN SECURITIES LLC | Jun 9, 2022 | Jun 16, 2022 | 7 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:283390:NY:2024-01-03 | Jan 3, 2024 | Jan 18, 2024 | NEW YORK, NY | Firm change |
| 19616:79:NY:2022-06-09 | Jun 9, 2022 | Jun 16, 2022 | NEW YORK, NY | Firm change |