DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TRUIST ADVISORY SERVICES, INC.
AUSTIN, 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 | AUSTIN, TX | Current employment |
| BB&T SECURITIES, LLC | Former SEC adviser | Feb 1, 2018 | Feb 17, 2021 | no | AUSTIN, TX|CHARLOTTE, NC|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|AUSTIN, TX|DALLAS, TX|RICHMOND, VA|BELLAIRE, TX|HOUSTON, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 4, 2016 | Jan 31, 2018 | no | AUSTIN, TX|AUSTIN, TX|AUSTIN, TX | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Oct 22, 2014 | Dec 1, 2015 | no | AUSTIN, TX | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Dec 2, 2013 | Oct 13, 2014 | no | LARGO, FL|SAINT PETERSBURG, FL|PINELLAS PARK, FL|PINELLAS PARK, FL | 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 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | BB&T SECURITIES, LLC | Jan 31, 2018 | Feb 1, 2018 | 1 | Firm change | Other |
| CUSO FINANCIAL SERVICES, L.P. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Dec 1, 2015 | Jan 4, 2016 | 34 | Firm change | Other |
| J.P. MORGAN SECURITIES LLC | CUSO FINANCIAL SERVICES, L.P. | Oct 13, 2014 | Oct 22, 2014 | 9 | Firm change | Other |