DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TRUIST ADVISORY SERVICES, INC.
CLEVELAND, OH
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 | Jun 29, 2020 | n/a | yes | CLEVELAND, OH | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Jun 1, 2012 | Jun 29, 2020 | no | Berea, OH|Strongsville, OH|Hinckley, OH|North Royalton, OH|CLEVELAND, OH|CLEVELAND, OH|CLEVELAND, OH|CLEVELAND, OH|BROOK PARK, OH|PARMA, OH|BROOKLYN, OH|CLEVELAND, OH|BROOKLYN, OH|CLEVELAND, OH|CLEVELAND, OH | Previous registration |
| CITIZENS SECURITIES, INC. | Bd affiliated wealth | Mar 12, 2007 | Jun 7, 2012 | no | BEREA, OH|NORTH ROYALTON, OH|BROADVIEW HEIGHTS, OH|MEDINA, OH|MIDDLEBURG HEIGHTS, OH|BRUNSWICK, OH|MEDINA, OH|PARMA, OH|PARMA, OH | Previous registration |
| NATCITY INVESTMENTS, INC. | n/a | Jan 1, 2000 | Mar 2, 2007 | no | MIDDLEBURG HEIGHTS, OH|SEVEN HILLS, OH|CLEVELAND, OH|CLEVELAND, OH|PARMA, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U.S. BANCORP INVESTMENTS, INC. | TRUIST ADVISORY SERVICES, INC. | Jun 29, 2020 | Jun 29, 2020 | 0 | Firm change | Ibd to ibd |
| CITIZENS SECURITIES, INC. | U.S. BANCORP INVESTMENTS, INC. | Jun 7, 2012 | Jun 1, 2012 | -6 | Firm change | Other |
| NATCITY INVESTMENTS, INC. | CITIZENS SECURITIES, INC. | Mar 2, 2007 | Mar 12, 2007 | 10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 17868:283390:OH:2020-06-29 | Jun 29, 2020 | Jun 29, 2020 | CLEVELAND, OH | Firm change |