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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

DANIEL BRITT KIMEL

Advisor at TRUIST ADVISORY SERVICES, INC.

LEXINGTON, NC

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Search this name across graphsid dfx:ria:b0da4571-01ba-2893-03f0-1fc49289a725

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 31, 2001 to Sep 14, 2026

Across DFX

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.

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: Mar 20, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Mar 20, 1991
First registration: Dec 31, 2001
Dual registered: yes, broker-dealer
Other names: BRITT KIMEL|D. BRITT KIMEL|DANIEL B. KIMEL
IAPD individual key: 2123356

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	Sep 13, 2016	n/a	yes	LEXINGTON, NC	Current employment
NCF FINANCIAL SERVICES, INC.	n/a	Feb 10, 2003	Jan 3, 2005	no	LEXINGTON, NC	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Oct 18, 2002	Feb 20, 2003	no	ASHEBORO, NC	Previous registration
JBS LIBERTY SECURITIES, INC.	n/a	Dec 31, 2001	Oct 21, 2002	no	ASHEBORO, NC	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
NCF FINANCIAL SERVICES, INC.	TRUIST ADVISORY SERVICES, INC.	Jan 3, 2005	Sep 13, 2016	4,271	Firm change after gap	Other
RBC CAPITAL MARKETS, LLC	NCF FINANCIAL SERVICES, INC.	Feb 20, 2003	Feb 10, 2003	-10	Firm change	Other
JBS LIBERTY SECURITIES, INC.	RBC CAPITAL MARKETS, LLC	Oct 21, 2002	Oct 18, 2002	-3	Firm change	Other

Relationships

Registered with (4)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Sep 13, 2016 to presentfactForm ADV
→ NCF FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 10, 2003 to Jan 3, 2005factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Oct 18, 2002 to Feb 20, 2003factForm ADV
→ JBS LIBERTY SECURITIES, INC.Registered adviserregistration: previous registration
Dec 31, 2001 to Oct 21, 2002factForm ADV

Dated events

No dated event names this entity yet.