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Advisor at TRUIST ADVISORY SERVICES, INC.
CORAL GABLES, FL
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 | Jun 26, 2025 | n/a | yes | CORAL GABLES, FL | Current employment |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Oct 31, 2016 | Dec 6, 2023 | no | MIAMI, FL|CORAL GABLES, FL|MIAMI, FL|CORAL GABLES, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Oct 24, 2016 | Dec 31, 2016 | no | CORAL GABLES, FL|CORAL GABLES, FL|ATLANTA, GA | Previous registration |
| BARCLAYS CAPITAL INC. | Former SEC adviser | Jan 21, 2009 | Dec 15, 2015 | no | MIAMI, FL|Miami, FL|NEW YORK, NY | Previous registration |
| LEHMAN BROTHERS INC. | n/a | Apr 7, 2008 | Oct 15, 2008 | no | MIAMI, FL|NEW YORK, NY|MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Oct 31, 2016 | -61 | Bulk transfer | Other |
| BARCLAYS CAPITAL INC. | SUNTRUST INVESTMENT SERVICES, INC. | Dec 15, 2015 | Oct 24, 2016 | 314 | Firm change | Other |
| LEHMAN BROTHERS INC. | BARCLAYS CAPITAL INC. | Oct 15, 2008 | Jan 21, 2009 | 98 | Bulk transfer | Other |