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RIA / WealthAdvisor20 years in industry

CHRISTOPHER LEE KNOX

Advisor at TRUIST ADVISORY SERVICES, INC.

HUNT VALLEY, MD

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Search this name across graphsid dfx:ria:f70e7662-b363-018a-ce79-6f7723c4c7ee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 14, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRUIST ADVISORY SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 28, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S66|S63
First exam: Feb 28, 2006
First registration: Jan 14, 2008
Dual registered: no
IAPD individual key: 4888267

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Dec 23, 2021	n/a	yes	HUNT VALLEY, MD	Current employment
WELLS FARGO ADVISORS	Wirehouse	Oct 17, 2014	Dec 8, 2017	no	ANNAPOLIS, MD\|COLUMBIA, MD\|GLEN BURNIE, MD	Previous registration
ASSETMARK, INC.	Bd affiliated wealth	Jul 1, 2011	Oct 16, 2014	no	CONCORD, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 14, 2008	Apr 25, 2011	no	Phoenix, AZ\|Phoenix, AZ\|PHOENIX, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	TRUIST ADVISORY SERVICES, INC.	Dec 8, 2017	Dec 23, 2021	1,476	Firm change after gap	Wirehouse to ibd
ASSETMARK, INC.	WELLS FARGO ADVISORS	Oct 16, 2014	Oct 17, 2014	1	Firm change	Other
CHARLES SCHWAB & CO., INC.	ASSETMARK, INC.	Apr 25, 2011	Jul 1, 2011	67	Firm change	Other

Relationships

Registered with (4)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Dec 23, 2021 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 17, 2014 to Dec 8, 2017factForm ADV
→ ASSETMARK, INC.Registered adviserregistration: previous registration
Jul 1, 2011 to Oct 16, 2014factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 14, 2008 to Apr 25, 2011factForm ADV

Dated events

No dated event names this entity yet.