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Advisor at TRUIST ADVISORY SERVICES, INC.
OCALA, FL
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 | Feb 17, 2021 | n/a | yes | OCALA, FL | Current employment |
| BB&T SECURITIES, LLC | Former SEC adviser | Oct 14, 2015 | Feb 17, 2021 | no | OCALA, FL|RICHMOND, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 1, 2000 | Oct 14, 2015 | no | OCALA, FL|OCALA, FL|REDDICK, FL|OCALA, FL|FORT WALTON BEACH, FL|REDDICK, FL|OCALA, FL|JACKSONVILLE, FL|BIRMINGHAM, AL|ORLANDO, FL|OCALA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Feb 17, 2021 | Feb 17, 2021 | 0 | Bulk transfer | Ibd to ibd |
| WELLS FARGO ADVISORS | BB&T SECURITIES, LLC | Oct 14, 2015 | Oct 14, 2015 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:142785:FL:2015-10-14 | Oct 14, 2015 | Oct 14, 2015 | OCALA, FL | Firm change |