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 |
|---|---|---|---|---|---|
| Halle Ginter | Truist Advisory Services, Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Apr 10, 2026 | Apr 24, 2026 |
| Barbara Hutcherson Thornton | Truist Advisory Services, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 9, 2026 | May 4, 2026 |
| Brandon Chance Kaletkowski | Truist Advisory Services, Inc. BD affiliated | Northern Trust Securities, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2026 | Apr 15, 2026 |
| Mark Simon Dirou | Truist Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2026 | May 19, 2026 (47 d) |
| Chad Evan Polin | Truist Advisory Services, Inc. BD affiliated | Kingswood Wealth Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2026 | Apr 6, 2026 |
| Phillip George Margy | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2026 | Mar 31, 2026 |
| Richard James Knight | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2026 | Mar 30, 2026 |
| Brent Andrew Detweiler | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2026 | Mar 30, 2026 |
| Michael Aaron Rothstein | Truist Advisory Services, Inc. BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2026 | Apr 13, 2026 |
| Benjamin Brian Taylor | Truist Advisory Services, Inc. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 19, 2026 | May 4, 2026 (46 d) |
| Michael Timothy Ryan | Truist Advisory Services, Inc. BD affiliated | First Citizens Investor Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2026 | Mar 25, 2026 |
| Felipe Jesus Soto Ramos | Truist Advisory Services, Inc. BD affiliated | Schwab Wealth Advisory, Inc. no RAUM | Other | Mar 17, 2026 | Apr 7, 2026 |
| Edward Alan Vollbrecht | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 16, 2026 | Mar 16, 2026 |
| Eric Rambo | Truist Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 16, 2026 | Mar 20, 2026 |
| Ralph Wesley Mason | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 16, 2026 | Mar 13, 2026 |
| Tracey Kirsteen Collins | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2026 | Mar 2, 2026 |
| Brenda Gaye Abramski | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2026 | Apr 1, 2026 |
| Bryan Matthew Delpino | Truist Advisory Services, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Mar 6, 2026 | Mar 5, 2026 |
| Donald Robert Mandeville | Truist Advisory Services, Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2026 | Aug 5, 2026 (155 d) |
| Michelle Lyons Mcdonald | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2026 | Apr 1, 2026 |
| William Rainwater | Truist Advisory Services, Inc. BD affiliated | United Brokerage Services Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 2, 2026 | Mar 10, 2026 |
| Robert John Hall | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 23, 2026 | Apr 8, 2026 (44 d) |
| Joseph Lauro | Truist Advisory Services, Inc. BD affiliated | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2026 | Aug 4, 2026 (167 d) |
| Moran Tzaban Cohen | Truist Advisory Services, Inc. BD affiliated | Snowden Capital Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2026 | Apr 29, 2026 (77 d) |
| Jayar Dean Williams | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2026 | Mar 3, 2026 |
| Lindsay Desmond Strattan | Truist Advisory Services, Inc. BD affiliated | Homage Wealth Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jan 15, 2026 | Mar 3, 2026 (47 d) |
| Eduardo Andres Ramirez Cruz | Truist Advisory Services, Inc. BD affiliated | Ameraudi Asset Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 13, 2026 | Jan 28, 2026 |
| Denise Dunlap | Truist Advisory Services, Inc. BD affiliated | Northwestern Mutual Investment Services,LLC no RAUM | Other | Jan 12, 2026 | Mar 12, 2026 (59 d) |
| Frank Rogers Vaden | Truist Advisory Services, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jan 9, 2026 | Jan 7, 2026 |
| John Chadwick Waterworth | Truist Advisory Services, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jan 9, 2026 | Jan 7, 2026 |
| Marisa Ann Facciolo | Truist Advisory Services, Inc. BD affiliated | Riversedge Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 9, 2026 | May 11, 2026 (122 d) |
| William Grayson Poats | Truist Advisory Services, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jan 9, 2026 | Jan 7, 2026 |
| William Schultz | Truist Advisory Services, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Jan 7, 2026 | Jan 27, 2026 |
| Seth Andrew Yates | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jan 6, 2026 | Jan 20, 2026 |
| Misty Hendrix | Truist Advisory Services, Inc. BD affiliated | Stifel, Nicolaus & Company, Incorporated national BD | Affiliated broker-dealer or bank to another | Jan 6, 2026 | Dec 24, 2025 |
| Matthew Glenwood Lewarne | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jan 6, 2026 | Jan 13, 2026 |
| Scott Sterrett | Truist Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2026 | Apr 6, 2026 (94 d) |
| Nathan Gerrell Chapman | Truist Advisory Services, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Dec 19, 2025 | Jan 5, 2026 |
| Luis David Barrera | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 12, 2025 | Apr 21, 2026 (130 d) |
| Gary Leslie Bargebuhr | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 2, 2025 | Dec 1, 2025 |
| Joshua Allen Tessar | Truist Advisory Services, Inc. BD affiliated | Digital Ascension Group - Wealth other | Other | Dec 2, 2025 | Mar 27, 2026 (115 d) |
| Margaret F Sims | Truist Advisory Services, Inc. BD affiliated | Martinwright Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 1, 2025 | Jun 26, 2026 (207 d) |
| Maxine Asha Allen | Truist Advisory Services, Inc. BD affiliated | Bankers Life Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2025 | Jan 20, 2026 (61 d) |
| Michael Calvo | Truist Advisory Services, Inc. BD affiliated | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Nov 20, 2025 | Nov 21, 2025 |
| Danielle Conti | Truist Advisory Services, Inc. BD affiliated | Hb Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 17, 2025 | Feb 11, 2026 (86 d) |
| Adrienne Meredith Medlin | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 14, 2025 | Dec 10, 2019 |
| Kenny Maxwell Dale | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 10, 2025 | Nov 8, 2025 |
| Michael Thomas Brooks | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 10, 2025 | Nov 8, 2025 |
| Malcolm Rose | Truist Advisory Services, Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Nov 7, 2025 | Sep 3, 2026 (300 d) |
| Elmo Earl Ball | Truist Advisory Services, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2025 | Nov 5, 2025 |
| George Thomas Warren | Truist Advisory Services, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2025 | Nov 5, 2025 |
| Megan Elizabeth Branch | Truist Advisory Services, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2025 | Nov 5, 2025 |
| Aleta Kathryn Hoover | Truist Advisory Services, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2025 | Nov 5, 2025 |
| Stacey Loomis | Truist Advisory Services, Inc. BD affiliated | D.A. Davidson & Co. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 6, 2025 | Nov 5, 2025 |
| Kevin Lee Murdock | Truist Advisory Services, Inc. BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 5, 2025 | Feb 13, 2026 (100 d) |
| Timothy Andrew Pritts | Truist Advisory Services, Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2025 | Dec 2, 2025 |
| Nicholas Lee Dutter | Truist Advisory Services, Inc. BD affiliated | Commons Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 30, 2025 | Feb 19, 2026 (112 d) |
| Blagojce Kocovski | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 30, 2025 | Oct 28, 2025 |
| Tameron Peden | Truist Advisory Services, Inc. BD affiliated | Valic Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 29, 2025 | Nov 3, 2025 |
| James Tucker Foster | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2025 | Nov 5, 2025 |
1,370 moves match.