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Advisor at HUNTINGTON FINANCIAL ADVISORS
Easley, SC | Greenville, SC
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 |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jun 29, 2026 | n/a | yes | Easley, SC|Greenville, SC | Current employment |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Nov 5, 2025 | n/a | yes | Greenville, SC | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Feb 12, 2025 | Oct 28, 2025 | no | GREENVILLE, SC | Previous registration |
| TD PRIVATE CLIENT WEALTH LLC | Bd affiliated wealth | Jul 8, 2021 | Feb 12, 2025 | no | Greenville, SC|VIENNA, VA|Travelers Rest, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | HUNTINGTON FINANCIAL ADVISORS | Oct 28, 2025 | Nov 5, 2025 | 8 | Firm change | Ibd to ibd |
| TD PRIVATE CLIENT WEALTH LLC | TRUIST ADVISORY SERVICES, INC. | Feb 12, 2025 | Feb 12, 2025 | 0 | Firm change | Ibd to ibd |