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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 | Aug 25, 2016 | n/a | yes | OCALA, FL | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Aug 13, 2012 | Sep 10, 2012 | no | ORLANDO, FL|OCALA, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Aug 24, 2001 | Aug 13, 2012 | no | BELLEVIEW, FL|OCALA, FL|OCALA, FL|CLEARWATER, FL|OCALA, FL|OCALA, FL|OCALA, FL|OCALA, FL|OCALA, FL|ANTHONY, FL|DUNNELLON, FL|DUNNELLON, FL|OCALA, FL|OCALA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | TRUIST ADVISORY SERVICES, INC. | Sep 10, 2012 | Aug 25, 2016 | 1,445 | Firm change after gap | Wirehouse to new firm |
| SUNTRUST INVESTMENT SERVICES, INC. | WELLS FARGO ADVISORS | Aug 13, 2012 | Aug 13, 2012 | 0 | Firm change | Other |