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Advisor at TRUIST ADVISORY SERVICES, INC.
ROANOKE, VA
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 28, 2022 | n/a | yes | ROANOKE, VA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Apr 5, 2010 | Jul 6, 2022 | no | ROANOKE, VA|LYNCHBURG, VA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jan 4, 2002 | Apr 5, 2010 | no | ROANOKE, VA|ROANOKE, VA|HARDY, VA|SALEM, VA|SALEM, VA|ROCKY MOUNT, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | TRUIST ADVISORY SERVICES, INC. | Jul 6, 2022 | Jun 28, 2022 | -8 | Firm change | Wirehouse to ibd |
| SUNTRUST INVESTMENT SERVICES, INC. | WELLS FARGO ADVISORS | Apr 5, 2010 | Apr 5, 2010 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:283390:VA:2022-07-06 | Jul 6, 2022 | Jun 28, 2022 | LYNCHBURG, VA | Firm change |