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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

DANIEL OTIS WOLF

Advisor at TRUIST ADVISORY SERVICES, INC.

BELLEAIR BLUFFS, FL

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Search this name across graphsid dfx:ria:ffdfa099-35a3-bbca-c470-332bdf6787be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 20, 1999 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: Sep 2, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S65|S63
First exam: Sep 2, 1993
First registration: Jul 20, 1999
Dual registered: yes, broker-dealer
Other names: DANIEL O WOLF|DAN WOLF
IAPD individual key: 2355901

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	Aug 17, 2016	n/a	yes	BELLEAIR BLUFFS, FL	Current employment
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Jan 2, 2013	Dec 16, 2014	no	TREASURE ISLAND, FL\|ST. PETERSBURG, FL\|ST. PETERSBURG, FL\|ST PETERSBURG, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 2, 2011	Dec 21, 2012	no	TAMPA, FL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Jul 20, 1999	Apr 7, 2005	no	TAMPA, FL	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
FIFTH THIRD SECURITIES, INC.	TRUIST ADVISORY SERVICES, INC.	Dec 16, 2014	Aug 17, 2016	610	Firm change after gap	Other
UBS FINANCIAL SERVICES INC.	FIFTH THIRD SECURITIES, INC.	Dec 21, 2012	Jan 2, 2013	12	Firm change	Other
A. G. EDWARDS & SONS, INC.	UBS FINANCIAL SERVICES INC.	Apr 7, 2005	Feb 2, 2011	2,127	Firm change after gap	Other

Relationships

Registered with (4)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Aug 17, 2016 to presentfactForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Jan 2, 2013 to Dec 16, 2014factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 2, 2011 to Dec 21, 2012factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Jul 20, 1999 to Apr 7, 2005factForm ADV

Dated events

No dated event names this entity yet.