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Advisor at TRUIST ADVISORY SERVICES, INC.
ATLANTA, GA
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 | May 8, 2024 | n/a | yes | ATLANTA, GA | Current employment |
| EDWARD JONES | National bd RIA | Jan 22, 2024 | Apr 16, 2024 | no | Chandler, AZ|ST. LOUIS, MO | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 10, 2022 | Dec 19, 2023 | no | CHANDLER, AZ|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | TRUIST ADVISORY SERVICES, INC. | Apr 16, 2024 | May 8, 2024 | 22 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | EDWARD JONES | Dec 19, 2023 | Jan 22, 2024 | 34 | Firm change | Wirehouse to ibd |