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Advisor at TRUIST ADVISORY SERVICES, INC.
RICHMOND, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | May 9, 2023 | n/a | yes | RICHMOND, VA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Apr 14, 2004 | Mar 27, 2023 | no | CHARLOTTE, NC|RICHMOND, VA|ST. LOUIS, MO|GLEN ALLEN, VA|Saint Louis, MO | Previous registration |
| FERRIS, BAKER WATTS, LLC | n/a | Nov 7, 2001 | Dec 10, 2002 | no | NW SUITE 700 WASHINGTON, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | TRUIST ADVISORY SERVICES, INC. | Mar 27, 2023 | May 9, 2023 | 43 | Firm change | Wirehouse to ibd |
| FERRIS, BAKER WATTS, LLC | WELLS FARGO ADVISORS | Dec 10, 2002 | Apr 14, 2004 | 491 | Firm change after gap | Other |