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.
Advisor moves
Departures from Truist Advisory Services, Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Robert Paul Marchesano | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 14, 2026 | Sep 8, 2026 |
| William Byrd King | Truist Advisory Services, Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2026 | Sep 2, 2026 |
| Marckus Mcneil | Truist Advisory Services, Inc. BD affiliated | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2026 | Sep 16, 2026 |
| Matthew Dylan Price | Truist Advisory Services, Inc. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 28, 2026 | Aug 27, 2026 |
| Samia Rizk | Truist Advisory Services, Inc. BD affiliated | First Citizens Investor Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 21, 2026 | Sep 15, 2026 |
| Thomas Dustin Fluent | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 18, 2026 | Dec 23, 2019 |
| Jonathan Kent Burklow | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 14, 2026 | Aug 14, 2026 |
| Carlos Manuel Reynoso | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 28, 2026 | Aug 25, 2026 |
| Michael Kost | Truist Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 24, 2026 | Sep 14, 2026 (52 d) |
| Lance Sterling Longwater | Truist Advisory Services, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Jul 15, 2026 |
| Traci Beth Havens | Truist Advisory Services, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Jul 15, 2026 |
| Christopher Ryan Haffey | Truist Advisory Services, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Jul 15, 2026 |
| Richard William Gruber | Truist Advisory Services, Inc. BD affiliated | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Aug 4, 2026 |
| William M Prest | Truist Advisory Services, Inc. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 20, 2026 | Aug 18, 2026 |
| Jack Boyland | Truist Advisory Services, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jul 20, 2026 | Jul 15, 2026 |
| Maria E Gonzalez-Sylva | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 9, 2026 | Aug 12, 2026 (34 d) |
| Eric Daniel Heymann | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 7, 2026 | Jul 31, 2026 |
| Adrienne Stroupe | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Sep 1, 2026 (56 d) |
| Mark James Elliott | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 2, 2026 | Jul 1, 2026 |
| John Alexander Kent | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 2, 2026 | Jul 1, 2026 |
| Scott Robert Friedman | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 2, 2026 | Jul 1, 2026 |
| Darren Andrew Dawson | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 2, 2026 | Jul 1, 2026 |
| Stephanie Hafter-Lipford | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 2, 2026 | Jul 29, 2026 |
| Ryan Michael Thrower | Truist Advisory Services, Inc. BD affiliated | Choreo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 2, 2026 | Sep 8, 2026 (68 d) |
| John Henry Kent | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 2, 2026 | Jul 1, 2026 |
| Kimberly Ann Benko | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 1, 2026 | Jul 2, 2026 |
| Jose Henry Mercy | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 1, 2026 | Jul 1, 2026 |
| Michael Ricciardelli | Truist Advisory Services, Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2026 | Jul 7, 2026 |
| Thomas William Hazelhoff | Truist Advisory Services, Inc. BD affiliated | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jul 20, 2026 |
| Jonathen Davey Robinson | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 25, 2026 | Jul 28, 2026 (33 d) |
| Megan Lin Jenkins | Truist Advisory Services, Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2026 | Jul 28, 2026 (33 d) |
| Joel Berry | Truist Advisory Services, Inc. BD affiliated | Oppenheimer & Co. Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 24, 2026 | Jul 1, 2026 |
| Bradley Alan Hipps | Truist Advisory Services, Inc. BD affiliated | Robert W. Baird & Co. Incorporated mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jun 18, 2026 | Jul 6, 2026 |
| Matti Birge Gordon | Truist Advisory Services, Inc. BD affiliated | U.S. Bancorp Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Aug 18, 2026 (63 d) |
| Arturo Joaquin Hinojosa | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 16, 2026 | Aug 3, 2026 (48 d) |
| Samantha N Petter | Truist Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jul 16, 2026 (34 d) |
| Carson Doles | Truist Advisory Services, Inc. BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 2, 2026 | Jun 22, 2026 |
| Hamilton Richey Krans | Truist Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 1, 2026 | May 18, 2026 |
| Lauren Elizabeth Mossburg | Truist Advisory Services, Inc. BD affiliated | Janney Montgomery Scott LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 1, 2026 | Jun 1, 2026 |
| Susan Lorraine Curry | Truist Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2026 | May 20, 2026 |
| Bryan Scott Shuda | Truist Advisory Services, Inc. BD affiliated | Hampton Rock Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2026 | May 15, 2026 |
| Jonathan Draper Hill | Truist Advisory Services, Inc. BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 11, 2026 | Aug 7, 2026 (88 d) |
| Jason Matthew Adamcik | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | May 7, 2026 | Jun 25, 2026 (49 d) |
| Matthew Murphy | Truist Advisory Services, Inc. BD affiliated | First Citizens Investor Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2026 | May 20, 2026 |
| James Cameron Holmes | Truist Advisory Services, Inc. BD affiliated | Alliancebernstein L.P. other | Other | May 6, 2026 | May 20, 2026 |
| Michael Louis Nagy | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2026 | Jun 5, 2026 (31 d) |
| Robert Michael Childs | Truist Advisory Services, Inc. BD affiliated | Arkadios Wealth Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 4, 2026 | May 13, 2026 |
| Joel Christopher Sims | Truist Advisory Services, Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2026 | Jun 3, 2026 (33 d) |
| Curtis Drew Arney | Truist Advisory Services, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Apr 29, 2026 | Apr 28, 2026 |
| Anne Alderman Mullen | Truist Advisory Services, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Apr 29, 2026 | Apr 28, 2026 |
| Charles Grant Watson | Truist Advisory Services, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Apr 29, 2026 | Apr 28, 2026 |
| Daniel Djordjevic | Truist Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 21, 2026 | May 4, 2026 |
| Jennifer Beth Williams | Truist Advisory Services, Inc. BD affiliated | Captrust institutional | Other | Apr 20, 2026 | Apr 19, 2026 |
| Steven Craig Newcomb | Truist Advisory Services, Inc. BD affiliated | Captrust institutional | Other | Apr 20, 2026 | Jun 8, 2026 (49 d) |
| Andrew Ronald Knust | Truist Advisory Services, Inc. BD affiliated | Captrust institutional | Other | Apr 20, 2026 | Apr 20, 2026 |
| Kory David Lee | Truist Advisory Services, Inc. BD affiliated | Captrust institutional | Other | Apr 20, 2026 | Apr 19, 2026 |
| Christopher Neuner | Truist Advisory Services, Inc. BD affiliated | Captrust institutional | Other | Apr 20, 2026 | Jun 1, 2026 (42 d) |
| Patricia Pichardo | Truist Advisory Services, Inc. BD affiliated | Captrust institutional | Other | Apr 17, 2026 | Jun 1, 2026 (45 d) |
| James Schaefer | Truist Advisory Services, Inc. BD affiliated | Captrust institutional | Other | Apr 17, 2026 | Jun 24, 2026 (68 d) |
| John Frank Bragg | Truist Advisory Services, Inc. BD affiliated | Hb Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2026 | Apr 28, 2026 |
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1,370 moves match.