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Advisor at JANNEY MONTGOMERY SCOTT LLC
Greensboro, NC | Charlotte, NC
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 |
|---|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | Bd affiliated wealth | Dec 6, 2022 | n/a | yes | Greensboro, NC|Charlotte, NC | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Feb 17, 2021 | Dec 13, 2022 | no | ATLANTA, GA|Greensboro, NC | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | Apr 27, 2015 | Feb 17, 2021 | no | GREENSBORO, NC|RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | JANNEY MONTGOMERY SCOTT LLC | Dec 13, 2022 | Dec 6, 2022 | -7 | Firm change | Ibd to ibd |
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Feb 17, 2021 | Feb 17, 2021 | 0 | Bulk transfer | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283390:463:NC:2022-12-06 | Dec 13, 2022 | Dec 6, 2022 | GREENSBORO, NC | Firm change |