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Advisor at TRUIST ADVISORY SERVICES, INC.
BRENTWOOD, TN
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 19, 2018 | n/a | yes | BRENTWOOD, TN | Current employment |
| SCHWAB WEALTH ADVISORY, INC. | No RAUM reported | Sep 8, 2015 | Mar 20, 2018 | no | PHOENIX, AZ|PHOENIX, AZ | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Oct 16, 2013 | Sep 8, 2015 | no | Phoenix, AZ|Phoenix, AZ | Previous registration |
| EDWARD JONES | National bd RIA | Dec 16, 2010 | Jul 24, 2013 | no | SEATTLE, WA|TEMPE, AZ|TEMPE, AZ|SEATTLE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | TRUIST ADVISORY SERVICES, INC. | Mar 20, 2018 | Mar 19, 2018 | -1 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | SCHWAB WEALTH ADVISORY, INC. | Sep 8, 2015 | Sep 8, 2015 | 0 | Channel change | Other |
| EDWARD JONES | CHARLES SCHWAB & CO., INC. | Jul 24, 2013 | Oct 16, 2013 | 84 | Firm change | Ibd to ibd |