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.

Current firm

TRUIST ADVISORY SERVICES, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 18, 1993earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66|S63|S65

First exam

Dec 18, 1993

First registration

Jun 12, 2002

Dual registered

yes, broker-dealer

IAPD individual key

2417043

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ea6dd54b-cf4d-e632-7134-99a2e3c5dc79

First observed

Jun 12, 2002

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.