DFX Intelligence

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RIA / WealthAdvisorChartered Financial Analyst24 years in industry

DOROTHY OSCARLYN ELDER

Advisor at TRUIST ADVISORY SERVICES, INC.

Richmond, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a5278ddc-9ae9-15f1-8ba9-7e171a22b574

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Aug 1, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Dorothy Oscarlyn Elder

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Dec 21, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63|S65
First exam: Dec 21, 2001
First registration: Aug 1, 2003
Dual registered: no
Other names: DOROTHY OSCARLYN BROWN
IAPD individual key: 4439696

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Jun 6, 2016	n/a	yes	Richmond, VA	Current employment
DAVIDSON & GARRARD INC	Former SEC adviser	Aug 1, 2003	Jan 16, 2009	no	LYNCHBURG, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DAVIDSON & GARRARD INC	TRUIST ADVISORY SERVICES, INC.	Jan 16, 2009	Jun 6, 2016	2,698	Firm change after gap	Other

Relationships

Registered with (2)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Jun 6, 2016 to presentfactForm ADV
→ DAVIDSON & GARRARD INCRegistered adviserregistration: previous registration
Aug 1, 2003 to Jan 16, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5278ddc-9ae9-15f1-8ba9-7e171a22b574
First observed: Aug 1, 2003
Last observed: Sep 14, 2026 7 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.

DOROTHY OSCARLYN ELDER

Advisor at TRUIST ADVISORY SERVICES, INC.

Richmond, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a5278ddc-9ae9-15f1-8ba9-7e171a22b574

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

TRUIST ADVISORY SERVICES, INC.

Bd affiliated wealth

Jun 6, 2016

n/a

yes

Richmond, VA

Current employment

DAVIDSON & GARRARD INC

Former SEC adviser

Aug 1, 2003

Jan 16, 2009

LYNCHBURG, VA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

DAVIDSON & GARRARD INC

TRUIST ADVISORY SERVICES, INC.

Jan 16, 2009

Jun 6, 2016

2,698

Firm change after gap

Other