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Advisor at TRUIST ADVISORY SERVICES, INC.
SAINT PETERSBURG, 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 | Feb 17, 2021 | n/a | yes | SAINT PETERSBURG, FL | Current employment |
| BB&T SECURITIES, LLC | Former SEC adviser | Jan 2, 2018 | Feb 17, 2021 | no | SAINT PETERSBURG, FL|CHARLOTTE, NC|RICHMOND, VA | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Apr 7, 2008 | Jan 2, 2018 | no | CHARLOTTE, NC|SEMINOLE, FL|TAMPA, FL|SEMINOLE, FL|SAINT PETERSBURG, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | May 22, 2006 | Apr 2, 2008 | no | TAMPA, FL|CLEARWATER, FL|TAMPA, 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 |
| BB&T INVESTMENT SERVICES, INC. | BB&T SECURITIES, LLC | Jan 2, 2018 | Jan 2, 2018 | 0 | Bulk transfer | Other |
| WELLS FARGO ADVISORS | BB&T INVESTMENT SERVICES, INC. | Apr 2, 2008 | Apr 7, 2008 | 5 | Firm change | Wirehouse to new firm |