DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TRUIST ADVISORY SERVICES, INC.
POTOMAC, MD
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 | Oct 8, 2024 | n/a | yes | POTOMAC, MD | Current employment |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Jul 13, 2022 | Oct 7, 2024 | no | San Antonio, TX|Washington, DC|Bethesda, MD|Washington, DC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 9, 2016 | Jul 13, 2022 | no | SILVER SPRING, MD|COLUMBIA, MD|WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CITIGROUP GLOBAL MARKETS INC. | TRUIST ADVISORY SERVICES, INC. | Oct 7, 2024 | Oct 8, 2024 | 1 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | CITIGROUP GLOBAL MARKETS INC. | Jul 13, 2022 | Jul 13, 2022 | 0 | Firm change | Wirehouse to ibd |