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Advisor at WEAVER CAPITAL MANAGEMENT, LLC
SUWANEE, GA
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 |
|---|---|---|---|---|---|---|
| WEAVER CAPITAL MANAGEMENT, LLC | Independent wealth | Jun 10, 2025 | n/a | yes | SUWANEE, GA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jul 15, 2024 | May 22, 2025 | no | ATLANTA, GA|TARPON SPRINGS, FL | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 19, 2016 | May 23, 2024 | no | ALPHARETTA, GA|ALPHARETTA, GA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jul 1, 2016 | Dec 31, 2016 | no | ALPHARETTA, GA|ALPHARETTA, GA|BEL AIR, MD|ATLANTA, GA|ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | WEAVER CAPITAL MANAGEMENT, LLC | May 22, 2025 | Jun 10, 2025 | 19 | Firm change | Wirehouse to RIA |
| TRUIST ADVISORY SERVICES, INC. | WELLS FARGO ADVISORS | May 23, 2024 | Jul 15, 2024 | 53 | Firm change | Ibd to wirehouse |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Sep 19, 2016 | -103 | Bulk transfer | Other |