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Advisor at TRUIST ADVISORY SERVICES, INC.
LEXINGTON, KY
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 | Mar 2, 2021 | n/a | yes | LEXINGTON, KY | Current employment |
| BB&T SECURITIES, LLC | Former SEC adviser | Feb 6, 2019 | Mar 2, 2021 | no | CHARLOTTE, NC|BOWLING GREEN, KY|SPRINGFIELD, KY|WINCHESTER, KY|LEXINGTON, KY|LEXINGTON, KY|LEXINGTON, KY|LEXINGTON, KY|LEXINGTON, KY|IRVINE, KY|LEXINGTON, KY|COVINGTON, KY|NEWPORT, KY|WARSAW, KY|FORT WRIGHT, KY|DRY RIDGE, KY|FLORENCE,, KY|FLORENCE, KY|ERLANGER, KY|FLORENCE, KY|WALTON, KY|CRESTVIEW HILLS, KY|ALEXANDRIA, KY|INDEPENDENCE, KY|RICHMOND, VA | Previous registration |
| EDWARD JONES | National bd RIA | Apr 17, 2015 | Jan 31, 2019 | no | PARIS, KY|Lexington, KY|PARIS, KY|ST LOUIS, MO|Nicholasville, KY|RICHMOND, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Mar 2, 2021 | Mar 2, 2021 | 0 | Bulk transfer | Ibd to ibd |
| EDWARD JONES | BB&T SECURITIES, LLC | Jan 31, 2019 | Feb 6, 2019 | 6 | Firm change | Ibd to ibd |