DFX Intelligence

RIA Intelligence

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.

AdvisorFromToTypeLeftRegistered
Tina Marie MunroeTruist Advisory Services, Inc. BD affiliatedKey Investment Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 18, 2022Apr 11, 2024 (694 d)
Marlin J. McnairTruist Advisory Services, Inc. BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMay 18, 2022Mar 16, 2023 (302 d)
Alvaro De Jesus GrullonTruist Advisory Services, Inc. BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherMay 18, 2022Aug 1, 2022 (75 d)
Andrew Jared VollmanTruist Advisory Services, Inc. BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherMay 17, 2022Apr 10, 2023 (328 d)
Marjorie Helen McgeeTruist Advisory Services, Inc. BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 16, 2022May 23, 2022
Stephanie Benardo DesearTruist Advisory Services, Inc. BD affiliatedSynovus Securities, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2022May 18, 2022
Elizabeth P CothrenTruist Advisory Services, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 4, 2022May 31, 2022
Christopher Todd HuntTruist Advisory Services, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 4, 2022May 3, 2022
Travis Ryan FullerTruist Advisory Services, Inc. BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseMay 2, 2022May 3, 2022
William Donald AlbertTruist Advisory Services, Inc. BD affiliatedCuso Financial Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherApr 29, 2022May 5, 2022
Brantley Davis HathawayTruist Advisory Services, Inc. BD affiliatedRaymond James & Associates, Inc. national BDAffiliated broker-dealer or bank to anotherApr 28, 2022Apr 28, 2022
Michel PulidoTruist Advisory Services, Inc. BD affiliatedBci Securities, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAApr 28, 2022May 2, 2022
Jeremy Keith CriderTruist Advisory Services, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIAApr 20, 2022Feb 14, 2025 (1031 d)
Jason Omar HendersonTruist Advisory Services, Inc. BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherApr 19, 2022Jun 9, 2022 (51 d)
Jason Michael MacherTruist Advisory Services, Inc. BD affiliatedRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherApr 14, 2022Apr 14, 2022
Oscar M GonzalezTruist Advisory Services, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 8, 2022Mar 30, 2022
Noah Morgan HarrisTruist Advisory Services, Inc. BD affiliatedJ. Safra Asset Management Corporation independent RIAAffiliated broker-dealer or bank to independent RIAApr 8, 2022May 12, 2022 (34 d)
Jason Tyrone QuinnTruist Advisory Services, Inc. BD affiliatedBlackrock Investment Management, LLC otherOtherApr 8, 2022May 10, 2022 (32 d)
Diego LecolantTruist Advisory Services, Inc. BD affiliatedState Farm Investment Management Corp. asset managerOtherApr 5, 2022May 27, 2022 (52 d)
David Alexander DonnellyTruist Advisory Services, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 4, 2022Mar 29, 2022
Glenn A BatesTruist Advisory Services, Inc. BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseApr 1, 2022Jul 8, 2022 (98 d)
Josephine J BojangTruist Advisory Services, Inc. BD affiliatedUsadvisors Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 1, 2022May 2, 2022 (31 d)
Katie M WhiteTruist Advisory Services, Inc. BD affiliatedSutton Wealth Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2022Jul 6, 2022 (97 d)
Sana ItayemTruist Advisory Services, Inc. BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseMar 31, 2022Jun 20, 2022 (81 d)
Simon Michel JosephTruist Advisory Services, Inc. BD affiliatedMomentum Independent Network Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 31, 2022Mar 1, 2022
Erin H MillsTruist Advisory Services, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 28, 2022Mar 28, 2022
Ashley Danielle StidhamTruist Advisory Services, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 28, 2022Mar 28, 2022
Brian Randall O'NealTruist Advisory Services, Inc. BD affiliatedDavenport & Company LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 25, 2022Mar 28, 2022
Lorrie G HillardTruist Advisory Services, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 24, 2022Mar 21, 2022
John Stephen DicksonTruist Advisory Services, Inc. BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherMar 23, 2022Sep 13, 2022 (174 d)
Marie-Jose BettisTruist Advisory Services, Inc. BD affiliatedFirst Citizens Investor Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 23, 2022Jun 2, 2022 (71 d)
John H RemmelTruist Advisory Services, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 22, 2022May 26, 2022 (65 d)
Robert E KernTruist Advisory Services, Inc. BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseMar 21, 2022Jul 14, 2022 (115 d)
Jason Bradley MoretzTruist Advisory Services, Inc. BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseMar 15, 2022May 2, 2022 (48 d)
Kathy Lynn BanyasTruist Advisory Services, Inc. BD affiliatedMomentum Independent Network Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 11, 2022Mar 21, 2022
John S BellTruist Advisory Services, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 11, 2022Mar 11, 2022
Joseph A FalzoneTruist Advisory Services, Inc. BD affiliatedBb&T Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 28, 2022Dec 10, 2019
David K LynchTruist Advisory Services, Inc. BD affiliatedCreative Planning independent RIAAffiliated broker-dealer or bank to independent RIAFeb 28, 2022Apr 12, 2022 (43 d)
Nicholas Charles EyTruist Advisory Services, Inc. BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 22, 2022Feb 18, 2022
Jessica L DelarezaTruist Advisory Services, Inc. BD affiliatedGlobal Wealth Management Investment Advisory, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2022Jul 21, 2022 (154 d)
Charles Vernon NoyesTruist Advisory Services, Inc. BD affiliatedRaymond James & Associates, Inc. national BDAffiliated broker-dealer or bank to anotherFeb 16, 2022Feb 16, 2022
Rebecca Teresa ChazenTruist Advisory Services, Inc. BD affiliatedAlly Invest Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 14, 2022Mar 22, 2022 (36 d)
Christopher BrisonTruist Advisory Services, Inc. BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherFeb 11, 2022Oct 25, 2023 (621 d)
Isabelle D OteroTruist Advisory Services, Inc. BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseFeb 8, 2022Mar 30, 2022 (50 d)
Patrick Stephen FinchTruist Advisory Services, Inc. BD affiliatedPnc Wealth Management BD affiliatedAffiliated broker-dealer or bank to anotherFeb 7, 2022Feb 11, 2022
Hope Landrum CooperTruist Advisory Services, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseFeb 3, 2022Oct 27, 2022 (266 d)
Stephen Michael TucciTruist Advisory Services, Inc. BD affiliatedRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherFeb 1, 2022Jan 28, 2022
Michael Robert ZemanTruist Advisory Services, Inc. BD affiliatedRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherFeb 1, 2022Feb 7, 2022
Martin Joseph MillerTruist Advisory Services, Inc. BD affiliatedRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherJan 31, 2022Jan 28, 2022
Bowlman Tarleton BowlesTruist Advisory Services, Inc. BD affiliatedRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherJan 31, 2022Jan 28, 2022
Matthew Clinton HornTruist Advisory Services, Inc. BD affiliatedRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherJan 31, 2022Jan 28, 2022
Alexander Frasier MaffettTruist Advisory Services, Inc. BD affiliatedRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherJan 31, 2022Jan 28, 2022
Chance Jeremy WilliamsTruist Advisory Services, Inc. BD affiliatedFirst Citizens Investor Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 28, 2022Feb 8, 2022
Steven Archie NapierTruist Advisory Services, Inc. BD affiliatedJanney Montgomery Scott LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 27, 2022Jan 28, 2022
Landon J WeeksTruist Advisory Services, Inc. BD affiliatedJanney Montgomery Scott LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 27, 2022Jan 28, 2022
Alexandra DruskinTruist Advisory Services, Inc. BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJan 27, 2022Mar 8, 2022 (40 d)
Denise Lynn PelozaTruist Advisory Services, Inc. BD affiliatedRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherJan 25, 2022Jan 18, 2022
Hallie Ann BrenisTruist Advisory Services, Inc. BD affiliatedRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherJan 25, 2022Jan 18, 2022
Adam Cory RothsteinTruist Advisory Services, Inc. BD affiliatedRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherJan 25, 2022Jan 14, 2022
Joseph Luis HageTruist Advisory Services, Inc. BD affiliatedRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherJan 25, 2022Jan 18, 2022
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1,379 moves match.