DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Andreia G Nimara

Truist Advisory Services, Inc.BD affiliatedAl Harbour, Fldual registrantIAPD 5195419

Certified Financial Planner

Feed of 09/14/2026

Also filed as Andreia Nimara

At current firm

0 y

since May 8, 2026

In the industry

19 y

since Nov 1, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Truist Advisory Services, Inc. BD affiliated current
since May 8, 2026 · Al Harbour, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 10, 2022 to May 5, 2026 · Walnut Creek, Ca
Wells Fargo Advisors wirehouse
Apr 21, 2017 to Oct 26, 2021 · Fort Lauderdale, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 23, 2009 to Apr 24, 2017 · Miami, Fl
Banc Of America Investment Services, Inc. unclassified
Nov 6, 2006 to Oct 23, 2009 · Coral Gables, Fl

Moves

a registration end followed by a registration begin elsewhere

Merrill Lynch, Pierce, Fenner & Smith Incorporated to Truist Advisory Services, Inc.
left May 5, 2026, registered May 8, 2026 (3 days) · Wirehouse to affiliated broker-dealer or bank
Wells Fargo Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 26, 2021, registered Jan 10, 2022 (76 days) · Wirehouse to wirehouse
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left Apr 24, 2017, registered Apr 21, 2017 (-3 days) · Wirehouse to wirehouse
Banc Of America Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move

Signals

Andreia G Nimara left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Truist Advisory Services, Inc. (registered 2026-05-08)
May 5, 2026 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address