DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Lejo Abraham

Advisor at TRUIST ADVISORY SERVICES, INC.

HOUSTON, TX

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:bc5a0508-c38f-ac2d-503f-796b8b1c7e52

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Aug 8, 2008 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: Dec 10, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Dec 10, 2007
First registration: Aug 8, 2008
Dual registered: yes, broker-dealer
Other names: Lejo Abraham
IAPD individual key: 4575703

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 9, 2026	n/a	yes	HOUSTON, TX	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 21, 2023	Jun 22, 2026	no	Houston, TX\|Pearland, TX	Previous registration
COMERICA SECURITIES	Former SEC adviser	May 16, 2018	Nov 3, 2023	no	HOUSTON, TX\|HOUSTON, TX\|SUGARLAND, TX\|HOUSTON, TX	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Feb 14, 2017	May 16, 2017	no	Houston, TX\|Pearland, TX	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jul 12, 2016	Jan 30, 2017	no	HOUSTON, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Feb 29, 2016	Apr 8, 2016	no	HOUSTON, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 15, 2012	Mar 2, 2016	no	BELLAIRE, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|BELLAIRE, TX\|HOUSTON, TX\|HOUSTON, TX\|BELLAIRE, TX\|HOUSTON, TX\|BELLAIRE, TX\|HOUSTON, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Aug 30, 2010	Jun 19, 2012	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX	Previous registration
ADVISORS ASSET MANAGEMENT, INC.	Mixed wealth	Aug 8, 2008	Feb 1, 2010	no	BOERNE, TX	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
AMERIPRISE FINANCIAL SERVICES, LLC	TRUIST ADVISORY SERVICES, INC.	Jun 22, 2026	Jun 9, 2026	-13	Firm change	Ibd to ibd
COMERICA SECURITIES	AMERIPRISE FINANCIAL SERVICES, LLC	Nov 3, 2023	Aug 21, 2023	-74	Bulk transfer	RIA to ibd
ALLSTATE FINANCIAL ADVISORS, LLC	COMERICA SECURITIES	May 16, 2017	May 16, 2018	365	Firm change	Other
OSAIC FA, INC.	ALLSTATE FINANCIAL ADVISORS, LLC	Jan 30, 2017	Feb 14, 2017	15	Firm change	Other
J.P. MORGAN SECURITIES LLC	OSAIC FA, INC.	Apr 8, 2016	Jul 12, 2016	95	Firm change	Other
WELLS FARGO ADVISORS	J.P. MORGAN SECURITIES LLC	Mar 2, 2016	Feb 29, 2016	-2	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	WELLS FARGO ADVISORS	Jun 19, 2012	Jun 15, 2012	-4	Firm change	Other
ADVISORS ASSET MANAGEMENT, INC.	CHASE INVESTMENT SERVICES CORP.	Feb 1, 2010	Aug 30, 2010	210	Firm change	Other

Relationships

Registered with (9)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Jun 9, 2026 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 21, 2023 to Jun 22, 2026factForm ADV
→ COMERICA SECURITIESRegistered adviserregistration: previous registration
May 16, 2018 to Nov 3, 2023factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 14, 2017 to May 16, 2017factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jul 12, 2016 to Jan 30, 2017factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Feb 29, 2016 to Apr 8, 2016factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 15, 2012 to Mar 2, 2016factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Aug 30, 2010 to Jun 19, 2012factForm ADV
→ ADVISORS ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 8, 2008 to Feb 1, 2010factForm ADV

Dated events

Occurred
Jun 22, 2026
Advisor changed firm
Lejo Abraham left Ameriprise Financial Services, Llc for Truist Advisory Services, Inc. (registered 2026-06-09)
Form ADVobserved 5 days ago