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Advisor at FIFTH THIRD WEALTH ADVISORS LLC
Dallas, TX
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 |
|---|---|---|---|---|---|---|
| FIFTH THIRD WEALTH ADVISORS LLC | Mixed wealth | Jul 24, 2024 | n/a | yes | Dallas, TX | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Feb 17, 2021 | Apr 26, 2024 | no | ATLANTA, GA|DALLAS, TX|FORT WORTH, TX | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | Jan 2, 2018 | Feb 17, 2021 | no | CHARLOTTE, NC|DALLAS, TX|RICHMOND, VA | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Sep 21, 2015 | Jan 2, 2018 | no | CHARLOTTE, NC|DALLAS, TX | Previous registration |
| KARSTEN ADVISORS | Former SEC adviser | Jan 12, 2012 | Sep 1, 2015 | no | FORT WORTH, TX | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Sep 9, 2009 | Jan 17, 2012 | no | IRVING, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | FIFTH THIRD WEALTH ADVISORS LLC | Apr 26, 2024 | Jul 24, 2024 | 89 | Firm change | Other |
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Feb 17, 2021 | Feb 17, 2021 | 0 | Bulk transfer | Ibd to ibd |
| BB&T INVESTMENT SERVICES, INC. | BB&T SECURITIES, LLC | Jan 2, 2018 | Jan 2, 2018 | 0 | Bulk transfer | Other |
| KARSTEN ADVISORS | BB&T INVESTMENT SERVICES, INC. | Sep 1, 2015 | Sep 21, 2015 | 20 | Firm change | Other |
| AVANTAX ADVISORY SERVICES | KARSTEN ADVISORS | Jan 17, 2012 | Jan 12, 2012 | -5 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283390:313015:TX:2024-04-26 | Apr 26, 2024 | Jul 24, 2024 | FORT WORTH, TX | Firm change |