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Advisor at TANDEM INVESTMENT ADVISORS INC
CHARLESTON, SC
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 |
|---|---|---|---|---|---|---|
| TANDEM INVESTMENT ADVISORS INC | Independent wealth | Apr 16, 2024 | n/a | yes | CHARLESTON, SC | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Feb 18, 2021 | Apr 3, 2024 | no | RICHMOND, VA|RICHMOND, VA|RICHMOND, VA | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | Jan 2, 2013 | Feb 17, 2021 | no | RICHMOND, VA|RICHMOND, VA|CHARLOTTE, NC|RICHMOND, VA | Previous registration |
| SCOTT & STRINGFELLOW, LLC | Former SEC adviser | Apr 19, 2004 | Jan 2, 2013 | no | RICHMOND, VA|RICHMOND, VA|RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | TANDEM INVESTMENT ADVISORS INC | Apr 3, 2024 | Apr 16, 2024 | 13 | Firm change | Ibd to RIA |
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Feb 17, 2021 | Feb 18, 2021 | 1 | Bulk transfer | Ibd to ibd |
| SCOTT & STRINGFELLOW, LLC | BB&T SECURITIES, LLC | Jan 2, 2013 | Jan 2, 2013 | 0 | Bulk transfer | Other |