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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

RACHEL HILL ASHMAN

Advisor at TRUIST ADVISORY SERVICES, INC.

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:8a80090e-ceb4-ad14-b400-a45f11eaa499

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 3, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jan 16, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jan 16, 2004
First registration: Apr 3, 2008
Dual registered: yes, broker-dealer
Other names: RACHEL JOAN HILL|RACHEL ASHMAN
IAPD individual key: 4716652

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Nov 2, 2018	n/a	yes	CHARLOTTE, NC	Current employment
PRUCO SECURITIES, LLC	No RAUM reported	Apr 8, 2016	Oct 23, 2018	no	CHARLOTTE, NC	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Apr 2, 2014	Dec 17, 2015	no	CHARLOTTE, NC	Previous registration
SYNERGY INVESTMENT GROUP, LLC	Former SEC adviser	Feb 7, 2011	Nov 28, 2012	no	CHARLOTTE, NC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 3, 2008	Jan 4, 2011	no	CHARLOTTE, NC\|CHARLOTTE, NC\|CHARLOTTE, NC\|CHARLOTTE, NC\|CHARLOTTE, NC\|CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRUCO SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Oct 23, 2018	Nov 2, 2018	10	Firm change	Ibd to ibd
PNC WEALTH MANAGEMENT	PRUCO SECURITIES, LLC	Dec 17, 2015	Apr 8, 2016	113	Firm change	Other
SYNERGY INVESTMENT GROUP, LLC	PNC WEALTH MANAGEMENT	Nov 28, 2012	Apr 2, 2014	490	Firm change after gap	Other
WELLS FARGO ADVISORS	SYNERGY INVESTMENT GROUP, LLC	Jan 4, 2011	Feb 7, 2011	34	Firm change	Other

Relationships

Registered with (5)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Nov 2, 2018 to presentfactForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Apr 8, 2016 to Oct 23, 2018factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 2, 2014 to Dec 17, 2015factForm ADV
→ SYNERGY INVESTMENT GROUP, LLCRegistered adviserregistration: previous registration
Feb 7, 2011 to Nov 28, 2012factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 3, 2008 to Jan 4, 2011factForm ADV

Dated events

No dated event names this entity yet.