DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TRUIST ADVISORY SERVICES, INC.
LEXINGTON, 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 |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Feb 17, 2021 | n/a | yes | LEXINGTON, SC | Current employment |
| BB&T SECURITIES, LLC | Former SEC adviser | Jan 2, 2018 | Feb 17, 2021 | no | CHARLOTTE, NC|LEXINGTON, SC|WILMINGTON, NC|RICHMOND, VA | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Jun 12, 2014 | Jan 2, 2018 | no | CHARLOTTE, NC|LEXINGTON, SC|WILMINGTON, NC | Previous registration |
| EDWARD JONES | National bd RIA | Mar 20, 2013 | Apr 23, 2014 | no | Maryland Heights, MO|COLUMBIA, SC|Maryland Heights, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Feb 17, 2021 | Feb 17, 2021 | 0 | Bulk transfer | Ibd to ibd |
| BB&T INVESTMENT SERVICES, INC. | BB&T SECURITIES, LLC | Jan 2, 2018 | Jan 2, 2018 | 0 | Bulk transfer | Other |
| EDWARD JONES | BB&T INVESTMENT SERVICES, INC. | Apr 23, 2014 | Jun 12, 2014 | 50 | Firm change | Ibd to new firm |