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Advisor at TRUIST ADVISORY SERVICES, INC.
RICHMOND, 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 | May 4, 2023 | n/a | yes | RICHMOND, VA | Current employment |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Sep 30, 2019 | Apr 28, 2023 | no | MIDLOTHIAN, VA | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | Oct 29, 2015 | Sep 9, 2019 | no | RICHMOND, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 30, 2004 | Nov 5, 2015 | no | ST. LOUIS, MO|ST. LOUIS, MO|ST. LOUIS, MO|RICHMOND, VA|RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURIAN FINANCIAL SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Apr 28, 2023 | May 4, 2023 | 6 | Firm change | RIA to ibd |
| BB&T SECURITIES, LLC | SECURIAN FINANCIAL SERVICES, INC. | Sep 9, 2019 | Sep 30, 2019 | 21 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | BB&T SECURITIES, LLC | Nov 5, 2015 | Oct 29, 2015 | -7 | Firm change | Other |