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

Benjamin Tallman May

Truist Advisory Services, Inc.BD affiliatedNashville, Tndual registrantIAPD 722253

Feed of 09/14/2026

Also filed as Ben May

At current firm

2 y

since May 15, 2024

In the industry

30 y

since Dec 29, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

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 15, 2024 · Nashville, Tn
Pruco Securities, LLC no RAUM
Jan 4, 2024 to Jan 29, 2024 · Franklin, Tn
Truist Advisory Services, Inc. BD affiliated
Aug 16, 2019 to Oct 10, 2023 · Nashville, Tn
J.J.B. Hilliard, W.L. Lyons, LLC former
Jun 25, 2018 to Aug 9, 2019 · Nashville, Tn
Avondale Partners, LLC former
Apr 8, 2014 to Apr 1, 2019 · Nashville, Tn
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 23, 2011 to Dec 20, 2013 · Charlotte, Nc
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Apr 11, 2005 to Nov 4, 2005 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

Pruco Securities, LLC to Truist Advisory Services, Inc.
left Jan 29, 2024, registered May 15, 2024 (107 days) · Affiliated broker-dealer or bank to another
Truist Advisory Services, Inc. to Pruco Securities, LLC
left Oct 10, 2023, registered Jan 4, 2024 (86 days) · Affiliated broker-dealer or bank to another
J.J.B. Hilliard, W.L. Lyons, LLC to Truist Advisory Services, Inc.
left Aug 9, 2019, registered Aug 16, 2019 (7 days) · RIA to affiliated broker-dealer or bank
Avondale Partners, LLC to J.J.B. Hilliard, W.L. Lyons, LLC
left Apr 1, 2019, registered Jun 25, 2018 (-280 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Avondale Partners, LLC
left Dec 20, 2013, registered Apr 8, 2014 (109 days) · Other

Signals

Benjamin Tallman May left Pruco Securities, Llc for Truist Advisory Services, Inc. (registered 2024-05-15)
Jan 29, 2024 · Advisor changed firm · fact
Benjamin Tallman May left Truist Advisory Services, Inc. for Pruco Securities, Llc (registered 2024-01-04)
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: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address