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

Chancey Zifko

Truist Advisory Services, Inc.BD affiliatedCharlotte, Ncdual registrantIAPD 6148826

Feed of 09/14/2026

Also filed as Chancey Joseph Zifko

At current firm

0 y

since Apr 9, 2026

In the industry

19 y

since Sep 1, 2007 (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 Apr 9, 2026 · Charlotte, Nc
Fifth Third Securities, Inc. BD affiliated
Feb 28, 2024 to Mar 31, 2026 · Fort Mill, Sc
Wells Fargo Advisors wirehouse
Jan 19, 2024 to Feb 21, 2024 · Charlotte, Nc
Truist Advisory Services, Inc. BD affiliated
Feb 17, 2021 to Oct 10, 2023 · Atlanta, Ga
Bb&T Securities, LLC former
Jan 2, 2018 to Feb 17, 2021 · Charlotte, Nc
Bb&T Investment Services, Inc. former
Jun 4, 2013 to Jan 2, 2018 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

Fifth Third Securities, Inc. to Truist Advisory Services, Inc.
left Mar 31, 2026, registered Apr 9, 2026 (9 days) · Affiliated broker-dealer or bank to another
Wells Fargo Advisors to Fifth Third Securities, Inc.
left Feb 21, 2024, registered Feb 28, 2024 (7 days) · Wirehouse to affiliated broker-dealer or bank
Truist Advisory Services, Inc. to Wells Fargo Advisors
left Oct 10, 2023, registered Jan 19, 2024 (101 days) · Affiliated broker-dealer or bank to wirehouse
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

Signals

Chancey Zifko left Fifth Third Securities, Inc. for Truist Advisory Services, Inc. (registered 2026-04-09)
Mar 31, 2026 · Advisor changed firm · fact
Chancey Zifko left Wells Fargo Advisors for Fifth Third Securities, Inc. (registered 2024-02-28)
Feb 21, 2024 · Advisor changed firm · fact
Chancey Zifko left Truist Advisory Services, Inc. for Wells Fargo Advisors (registered 2024-01-19)
Oct 10, 2023 · 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