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Advisor at TRUIST ADVISORY SERVICES, INC.
CHARLOTTE, NC
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 | Sep 13, 2016 | n/a | yes | CHARLOTTE, NC | Current employment |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Mar 23, 2004 | Jun 1, 2004 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BB&T INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Jun 1, 2004 | Sep 13, 2016 | 4,487 | Firm change after gap | Other |