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Advisor at TRUIST ADVISORY SERVICES, INC.
BETHESDA, MD
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 | Sep 14, 2016 | n/a | yes | BETHESDA, MD | Current employment |
| EDGEMOOR INVESTMENT ADVISORS, INC. | Independent wealth | Sep 12, 2008 | Aug 7, 2009 | no | BETHESDA, MD | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jan 16, 2004 | Sep 9, 2008 | no | GREAT FALLS, VA|WASHINGTON, DC|WASHINGTON, DC|WASHINGTON, DC|WASHINGTON, DC|WASHINGTON, DC|WASHINGTON, DC|WASHINGTON, DC|WASHINGTON, DC|WASHINGTON, DC|WASHINGTON, DC|WASHINGTON, DC|WASHINGTON, DC | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Aug 23, 2002 | Jan 14, 2004 | no | WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDGEMOOR INVESTMENT ADVISORS, INC. | TRUIST ADVISORY SERVICES, INC. | Aug 7, 2009 | Sep 14, 2016 | 2,595 | Firm change after gap | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | EDGEMOOR INVESTMENT ADVISORS, INC. | Sep 9, 2008 | Sep 12, 2008 | 3 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | SUNTRUST INVESTMENT SERVICES, INC. | Jan 14, 2004 | Jan 16, 2004 | 2 | Firm change | Other |