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Advisor at TRUIST ADVISORY SERVICES, INC.
WINTER PARK, FL
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 | Nov 20, 2020 | n/a | yes | WINTER PARK, FL | Current employment |
| BB&T SECURITIES, LLC | Former SEC adviser | Jan 2, 2018 | Mar 2, 2021 | no | ORLANDO, FL|CHARLOTTE, NC|ORLANDO, FL|RICHMOND, VA | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Nov 25, 2009 | Jan 2, 2018 | no | GREENSBORO, NC|CHARLOTTE, NC|CHARLOTTE, NC|GREENSBORO, NC|ORLANDO, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BB&T SECURITIES, LLC | TRUIST ADVISORY SERVICES, INC. | Mar 2, 2021 | Nov 20, 2020 | -102 | Bulk transfer | Ibd to ibd |
| BB&T INVESTMENT SERVICES, INC. | BB&T SECURITIES, LLC | Jan 2, 2018 | Jan 2, 2018 | 0 | Bulk transfer | Other |