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Advisor at TRUIST ADVISORY SERVICES, INC.
COLLEGE STATION, TX
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 | COLLEGE STATION, TX | Current employment |
| BB&T SECURITIES, LLC | Former SEC adviser | Jan 2, 2018 | Feb 17, 2021 | no | BRYAN, TX|ORLANDO, FL|COLLEGE STATION, TX|CHARLOTTE, NC|DALLAS, TX|RICHMOND, VA|KATY, TX|SHENANDOAH, TX|HOUSTON, TX|HOUSTON, TX | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Sep 15, 2014 | Jan 2, 2018 | no | ORLANDO, FL|HOUSTON, TX|COLLEGE STATION, TX|CHARLOTTE, NC|BRYAN, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Dec 12, 2011 | Aug 29, 2014 | no | COLLEGE STATION, TX|SPRING, TX|CONROE, TX | 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 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | BB&T INVESTMENT SERVICES, INC. | Aug 29, 2014 | Sep 15, 2014 | 17 | Firm change | Wirehouse to new firm |