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, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Oct 18, 2016

First registration

Oct 13, 2022

Dual registered

yes, broker-dealer

Other names

Jacqueline Anne Gabbard|JACQUELINE LATONA|JACQUELINE ANNE LATONA|Jacquie LaTona|Jacquie Gabbard

IAPD individual key

6693970

• Occurred

  Sep 27, 2024
  Advisor changed firm

  Jacqueline Anne Perez left Wells Fargo Advisors for Truist Advisory Services, Inc. (registered 2024-10-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7e7dd10f-ed61-ed3f-682a-660524cdd7a9

First observed

Oct 13, 2022

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.