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Advisor at FIFTH THIRD WEALTH ADVISORS LLC
Winston-Salem, 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 |
|---|---|---|---|---|---|---|
| FIFTH THIRD WEALTH ADVISORS LLC | Mixed wealth | Nov 18, 2024 | n/a | yes | Winston-Salem, NC | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Feb 17, 2021 | Aug 20, 2024 | no | ATLANTA, GA|WINSTON-SALEM, NC | Previous registration |
| BB&T SECURITIES, LLC | Former SEC adviser | Jan 2, 2018 | Feb 17, 2021 | no | CHARLOTTE, NC|WINSTON-SALEM, NC|RICHMOND, VA | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Jan 26, 2009 | Jan 2, 2018 | no | CHARLOTTE, NC|WINSTON-SALEM, NC|EVERETT, PA | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Apr 12, 2004 | Dec 31, 2008 | no | WINSTON-SALEM, NC|ATHENS, TN|CHARLOTTE, NC|ATHENS, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | FIFTH THIRD WEALTH ADVISORS LLC | Aug 20, 2024 | Nov 18, 2024 | 90 | Firm change | Other |
| 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 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 283390:313015:NC:2024-08-20 | Aug 20, 2024 | Nov 18, 2024 | WINSTONSALEM, NC | Firm change |