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.

Current firm

TRUIST ADVISORY SERVICES, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 24, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Jan 24, 2014

First registration

Jan 28, 2014

Dual registered

yes, broker-dealer

Other names

DAVID LENIS

IAPD individual key

6270780

• Occurred

  Sep 5, 2025
  Advisor changed firm

  Juan David Lenis left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Truist Advisory Services, Inc. (registered 2025-09-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9df5bde8-8d12-cdc6-9040-4d4f9a4c4019

First observed

Jan 28, 2014

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.