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Advisor at TRUIST ADVISORY SERVICES, INC.
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 |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Nov 23, 2016 | n/a | yes | CHARLOTTE, NC | Current employment |
| UWHARRIE INVESTMENT ADVISORS, INC. | Independent wealth | Jul 4, 2012 | Nov 16, 2016 | no | ALBEMARLE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UWHARRIE INVESTMENT ADVISORS, INC. | TRUIST ADVISORY SERVICES, INC. | Nov 16, 2016 | Nov 23, 2016 | 7 | Firm change | Other |