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

Jun 1, 1989earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Oct 12, 2007

First registration

Aug 28, 2007

Dual registered

yes, broker-dealer

Other names

DAVID WILKINS

IAPD individual key

5401107

• Occurred

  Aug 29, 2024
  Advisor changed firm

  David Michael Wilkins left Wells Fargo Advisors for Truist Advisory Services, Inc. (registered 2024-10-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:76c4047e-bc00-0718-6f7c-08db1ee271a2

First observed

Aug 28, 2007

Last observed

Sep 14, 2026 6 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.