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Advisor at TRUIST ADVISORY SERVICES, INC.
KODAK, TN
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 | Mar 22, 2024 | n/a | yes | KODAK, TN | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Sep 12, 2016 | Mar 5, 2018 | no | WILMINGTON, NC | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | May 23, 2008 | Dec 31, 2016 | no | WILMINGTON, NC | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | May 4, 2006 | Feb 6, 2008 | no | LAS VEGAS, NV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Sep 12, 2016 | -110 | Bulk transfer | Other |
| WELLS FARGO INVESTMENTS, LLC | SUNTRUST INVESTMENT SERVICES, INC. | Feb 6, 2008 | May 23, 2008 | 107 | Firm change | Other |