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Advisor at BALENTINE
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Balentine | Independent wealth | Jan 19, 2024 | n/a | yes | ATLANTA, GA | Current employment |
| BB&T SECURITIES, LLC | Former SEC adviser | Dec 10, 2019 | Feb 17, 2021 | no | Atlanta, GA|RICHMOND, VA|ATLANTA, GA|RICHMOND, VA | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Jun 28, 2016 | Sep 6, 2022 | no | ATLANTA, GA | Previous registration |
| GFO ADVISORY SERVICES, LLC | Asset manager | Jun 28, 2016 | Dec 31, 2017 | no | ATLANTA, GA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jun 26, 2013 | Dec 31, 2016 | no | ATLANTA, GA|ATLANTA, GA|ATLANTA, GA|RICHMOND, VA|ATLANTA, GA|CHARLOTTE, NC|INDIAN LAND, SC | Previous registration |
| PRIMERICA ADVISORS | National bd RIA | Feb 8, 2013 | Jun 12, 2013 | no | CHARLOTTE, NC | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Feb 6, 2007 | Aug 26, 2011 | no | CHARLOTTE, NC | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Dec 15, 2004 | Dec 31, 2006 | no | ST. PETERSBURG, FL|SAINT PETERSBURG, FL | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Oct 7, 2003 | Nov 30, 2004 | no | TAMPA, FL | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 30, 2002 | Sep 12, 2003 | no | WEEHAWKEN, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | BB&T SECURITIES, LLC | Sep 6, 2022 | Dec 10, 2019 | -1,001 | Firm change after gap | Ibd to ibd |
| BB&T SECURITIES, LLC | Balentine | Feb 17, 2021 | Jan 19, 2024 | 1,066 | Firm change after gap | Ibd to RIA |
| GFO ADVISORY SERVICES, LLC | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2017 | Jun 28, 2016 | -551 | Firm change after gap | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | GFO ADVISORY SERVICES, LLC | Dec 31, 2016 | Jun 28, 2016 | -186 | Firm change after gap | Other |
| PRIMERICA ADVISORS | SUNTRUST INVESTMENT SERVICES, INC. | Jun 12, 2013 | Jun 26, 2013 | 14 | Firm change | Other |
| ADVICE AND PLANNING SERVICES | PRIMERICA ADVISORS | Aug 26, 2011 | Feb 8, 2013 | 532 | Firm change after gap | Other |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | ADVICE AND PLANNING SERVICES | Dec 31, 2006 | Feb 6, 2007 | 37 | Firm change | Other |
| INVEST FINANCIAL CORPORATION | RAYMOND JAMES FINANCIAL SERVICES, INC. | Nov 30, 2004 | Dec 15, 2004 | 15 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | INVEST FINANCIAL CORPORATION | Sep 12, 2003 | Oct 7, 2003 | 25 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109278:283390:GA:2017-12-31 | Dec 31, 2017 | Jun 28, 2016 | ATLANTA, GA | Firm change after gap |