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Advisor at TRUIST ADVISORY SERVICES, INC.
BLACKSBURG, 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 | Mar 18, 2025 | n/a | yes | BLACKSBURG, VA | Current employment |
| TAYLOR FINANCIAL GROUP, INC. | Independent wealth | Jun 14, 2023 | Jan 10, 2025 | no | ROANOKE, VA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Mar 22, 2023 | Jun 14, 2023 | no | Roanoke, VA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 11, 2013 | Jan 3, 2022 | no | MOUNT PLEASANT, SC|ROANOKE, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TAYLOR FINANCIAL GROUP, INC. | TRUIST ADVISORY SERVICES, INC. | Jan 10, 2025 | Mar 18, 2025 | 67 | Firm change | RIA to ibd |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | TAYLOR FINANCIAL GROUP, INC. | Jun 14, 2023 | Jun 14, 2023 | 0 | Firm change | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 3, 2022 | Mar 22, 2023 | 443 | Firm change after gap | Wirehouse to ibd |