RIA Intelligence

• Truist Advisory Services, Inc. BD affiliated current
  since Apr 23, 2025 · Melbourne, Fl
• Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
  Jul 16, 2021 to Apr 14, 2025 · Jupiter, Fl
• Truist Advisory Services, Inc. BD affiliated
  Feb 17, 2021 to Jul 7, 2021 · Atlanta, Ga
• Bb&T Securities, LLC former
  Jan 2, 2018 to Feb 17, 2021 · Palm Beach Gardens, Fl
• Bb&T Investment Services, Inc. former
  Oct 12, 2015 to Jan 2, 2018 · Charlotte, Nc
• Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
  Apr 16, 2010 to Oct 7, 2015 · Charlotte, Nc
• United Brokerage Services Inc BD affiliated
  Jun 19, 2009 to Apr 9, 2010 · Harrisonburg, Va
• Banc Of America Investment Services, Inc. unclassified
  Aug 30, 2006 to Jan 29, 2009 · Harrisonburg, Va
• Ifmg Securities, Inc. unclassified
  Aug 24, 2004 to Aug 16, 2006 · Toms River, Nj
• Essex National Securities, Inc. former
  Aug 26, 2003 to Aug 12, 2004 · Brooklyn, Ny
• Quick & Reilly, Inc. unclassified
  Sep 16, 2002 to Aug 26, 2003 · Point Pleasant, Nj
• Morgan Stanley Dw Inc. unclassified
  Jun 3, 2002 to Dec 12, 2002 · Toms River, Nj

• Merrill Lynch, Pierce, Fenner & Smith Incorporated to Truist Advisory Services, Inc.
  left Apr 14, 2025, registered Apr 23, 2025 (9 days) · Wirehouse to affiliated broker-dealer or bank
• Truist Advisory Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
  left Jul 7, 2021, registered Jul 16, 2021 (9 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
• Bb&T Securities, LLC to Truist Advisory Services, Inc.
  left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
• Bb&T Investment Services, Inc. to Bb&T Securities, LLC
  left Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move
• Merrill Lynch, Pierce, Fenner & Smith Incorporated to Bb&T Investment Services, Inc.
  left Oct 7, 2015, registered Oct 12, 2015 (5 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
• United Brokerage Services Inc to Merrill Lynch, Pierce, Fenner & Smith Incorporated
  left Apr 9, 2010, registered Apr 16, 2010 (7 days) · Other
• Banc Of America Investment Services, Inc. to United Brokerage Services Inc
  left Jan 29, 2009, registered Jun 19, 2009 (141 days) · Other
• Ifmg Securities, Inc. to Banc Of America Investment Services, Inc.
  left Aug 16, 2006, registered Aug 30, 2006 (14 days) · Other
• Essex National Securities, Inc. to Ifmg Securities, Inc.
  left Aug 12, 2004, registered Aug 24, 2004 (12 days) · Other
• Quick & Reilly, Inc. to Essex National Securities, Inc.
  left Aug 26, 2003, registered Aug 26, 2003 (0 days) · Other
• Morgan Stanley Dw Inc. to Quick & Reilly, Inc.
  left Dec 12, 2002, registered Sep 16, 2002 (-87 days) · Other

• Justin Samuel Robertson left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Truist Advisory Services, Inc. (registered 2025-04-23)
  Apr 14, 2025 · Advisor changed firm · fact

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

25derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address