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Advisor at TRUIST ADVISORY SERVICES, INC.
LOUISVILLE, 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 | Nov 13, 2020 | n/a | yes | LOUISVILLE, KY | Current employment |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Dec 7, 2007 | Nov 20, 2020 | no | LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY|Louisville, KY|LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY|LOUISVILLE, KY | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 9, 2007 | Nov 6, 2007 | no | LOUISVILLE, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PNC WEALTH MANAGEMENT | TRUIST ADVISORY SERVICES, INC. | Nov 20, 2020 | Nov 13, 2020 | -7 | Firm change | Ibd to ibd |
| MORGAN STANLEY & CO. LLC | PNC WEALTH MANAGEMENT | Nov 6, 2007 | Dec 7, 2007 | 31 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 129052:283390:KY:2020-11-20 | Nov 20, 2020 | Nov 13, 2020 | LOUISVILLE, KY | Firm change |