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Advisor at TRUIST ADVISORY SERVICES, INC.
ATLANTA, 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 |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Nov 28, 2016 | n/a | yes | ATLANTA, GA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 12, 2015 | Nov 16, 2016 | no | ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|ATLANTA, GA | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Jan 13, 2015 | Oct 21, 2015 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | TRUIST ADVISORY SERVICES, INC. | Nov 16, 2016 | Nov 28, 2016 | 12 | Firm change | Wirehouse to new firm |
| MSI FINANCIAL SERVICES, INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Oct 21, 2015 | Nov 12, 2015 | 22 | Firm change | Other |