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Advisor at TRUIST ADVISORY SERVICES, INC.
ORLANDO, 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 | ORLANDO, FL | Current employment |
| BB&T SECURITIES, LLC | Former SEC adviser | Jan 2, 2018 | Feb 17, 2021 | no | KISSIMMEE, FL|SAINT CLOUD, FL|CHARLOTTE, NC|KISSIMMEE, FL|SAINT CLOUD, FL|WINTER HAVEN, FL|POLK CITY, FL|LAKELAND, FL|ORLANDO, FL|LAKELAND, FL|LAKELAND, FL|ORLANDO, FL|BARTOW, FL|WINTER PARK, FL|ORLANDO, FL|ORLANDO, FL|ORLANDO, FL|CASSELBERRY, FL|LONGWOOD, FL|KISSIMMEE, FL|THE VILLAGES, FL|THE VILLAGES, FL|CLERMONT, FL|ORLANDO, FL|RICHMOND, VA | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Feb 9, 2010 | Jan 2, 2018 | no | CLERMONT, FL|KISSIMMEE, FL|KISSIMMEE, FL|SAINT CLOUD, FL|KISSIMMEE, FL|KISSIMMEE, FL|KISSIMMEE, FL|KISSIMMEE, FL|KISSIMMEE, FL|KISSIMMEE, FL|ST CLOUD, FL|ST. CLOUD, FL|KISSIMMEE, FL|CHARLOTTE, NC|ORLANDO, FL|ORLANDO, FL|ORLANDO, FL|CLERMONT, FL|ORLANDO, FL|ORLANDO, FL|LADY LAKE, FL|SUMMERFIELD, FL|ORLANDO, FL|SAINT CLOUD, FL|WINTER HAVEN, FL|POLK CITY, FL|LAKELAND, FL|ORLANDO, FL|LAKELAND, FL|LAKELAND, FL|ORLANDO, FL|LAKELAND, FL|BARTOW, FL | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Oct 22, 2008 | Jan 21, 2010 | no | ORLANDO, FL | Previous registration |
| CHOREO, LLC | Independent wealth | Oct 18, 2002 | Jan 22, 2003 | no | ORLANDO, 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 |
| BB&T INVESTMENT SERVICES, INC. | BB&T SECURITIES, LLC | Jan 2, 2018 | Jan 2, 2018 | 0 | Bulk transfer | Other |
| EQUITABLE ADVISORS, LLC | BB&T INVESTMENT SERVICES, INC. | Jan 21, 2010 | Feb 9, 2010 | 19 | Firm change | Ibd to new firm |
| CHOREO, LLC | EQUITABLE ADVISORS, LLC | Jan 22, 2003 | Oct 22, 2008 | 2,100 | Firm change after gap | Other |