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 |
|---|---|---|---|---|---|
| Alexander Jacobs | Truist Advisory Services, Inc. BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Oct 27, 2025 | Nov 3, 2025 |
| John R Callaway | Truist Advisory Services, Inc. BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 22, 2025 | Oct 27, 2025 |
| Jaylon Tyrae Payne Mcclinton | Truist Advisory Services, Inc. BD affiliated | Navy Federal Investment Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 14, 2025 | Oct 22, 2025 |
| Malcolm Jews | Truist Advisory Services, Inc. BD affiliated | United Brokerage Services Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Oct 21, 2025 |
| Jason Edgar Holland | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 7, 2025 | Sep 18, 2025 |
| Raymond L. Rivers | Truist Advisory Services, Inc. BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Oct 6, 2025 | Nov 4, 2025 |
| Adriana Elizabeth Mendez-Rugh | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Oct 6, 2025 | Feb 3, 2026 (120 d) |
| Joseph Dennis Beaudoin | Truist Advisory Services, Inc. BD affiliated | Apollon Financial, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2025 | Oct 6, 2025 |
| Jonathan Steven Ormaza | Truist Advisory Services, Inc. BD affiliated | Osaic Institutions, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2025 | Nov 24, 2025 (49 d) |
| Maurice R. Wiggs | Truist Advisory Services, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 30, 2025 | Oct 14, 2025 |
| Ariel G Christopher | Truist Advisory Services, Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 30, 2025 | Apr 29, 2026 (211 d) |
| Candice Rose Holland | Truist Advisory Services, Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Sep 22, 2025 | Sep 17, 2025 |
| Jeremy Alan Newton | Truist Advisory Services, Inc. BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Sep 19, 2025 | Sep 25, 2025 |
| Tera Nicole Bishop | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 19, 2025 | Apr 7, 2026 (200 d) |
| Clarence Buford Taylor | Truist Advisory Services, Inc. BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Sep 18, 2025 | Sep 18, 2025 |
| Daniel Aaron Price | Truist Advisory Services, Inc. BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Sep 18, 2025 | Sep 17, 2025 |
| David Smith Wilkins | Truist Advisory Services, Inc. BD affiliated | Stifel, Nicolaus & Company, Incorporated national BD | Affiliated broker-dealer or bank to another | Sep 17, 2025 | Sep 18, 2025 |
| Terrell Wallace Bradley | Truist Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 17, 2025 | Sep 17, 2025 |
| William Justin Flowers | Truist Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 17, 2025 | Sep 18, 2025 |
| Edmund Brett Nobles | Truist Advisory Services, Inc. BD affiliated | Stifel, Nicolaus & Company, Incorporated national BD | Affiliated broker-dealer or bank to another | Sep 17, 2025 | Sep 18, 2025 |
| Nina Threets | Truist Advisory Services, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 16, 2025 | Oct 17, 2025 (31 d) |
| Andrew Britt Smith | Truist Advisory Services, Inc. BD affiliated | Homage Wealth Group LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Sep 15, 2025 | Mar 3, 2026 (169 d) |
| Austin Lee Doebler | Truist Advisory Services, Inc. BD affiliated | Rzh Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 5, 2025 | Oct 3, 2025 |
| William H Kim | Truist Advisory Services, Inc. BD affiliated | Valic Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 4, 2025 | Nov 10, 2025 (67 d) |
| Madeleine Paige Odenweller | Truist Advisory Services, Inc. BD affiliated | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 28, 2025 | Sep 10, 2025 |
| Madison Frye | Truist Advisory Services, Inc. BD affiliated | First Citizens Investor Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 28, 2025 | Sep 16, 2025 |
| Luke Daniel Lyle | Truist Advisory Services, Inc. BD affiliated | Winebrenner Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 14, 2025 | Aug 17, 2026 (368 d) |
| David Hoang Nguyen | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 13, 2025 | Sep 11, 2025 |
| Larry Carlton Milton | Truist Advisory Services, Inc. BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 5, 2025 |
| Erin Michelle Smith | Truist Advisory Services, Inc. BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 5, 2025 |
| Robert Edward Brown | Truist Advisory Services, Inc. BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 5, 2025 |
| Augustus L Martz | Truist Advisory Services, Inc. BD affiliated | Oneseven independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2025 | Aug 1, 2025 |
| Margaret Champagne Wright | Truist Advisory Services, Inc. BD affiliated | Tru Independence Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2025 | Nov 13, 2025 (101 d) |
| Hannah June Thompson | Truist Advisory Services, Inc. BD affiliated | Tru Independence Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2025 | Nov 20, 2025 (108 d) |
| Jeffrey B Fleuriot | Truist Advisory Services, Inc. BD affiliated | Navy Federal Investment Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2025 | Sep 11, 2025 (38 d) |
| Ramon Jose Pacios | Truist Advisory Services, Inc. BD affiliated | Citigroup Global Markets Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2025 | Oct 8, 2025 (69 d) |
| Paige Franklin Crisp | Truist Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2025 | Oct 29, 2025 (90 d) |
| James T Snell | Truist Advisory Services, Inc. BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2025 | May 1, 2026 (274 d) |
| Paul Jones | Truist Advisory Services, Inc. BD affiliated | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jul 29, 2025 | Aug 6, 2025 |
| Evan Dysart Moog | Truist Advisory Services, Inc. BD affiliated | Wills Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 29, 2025 | Jan 5, 2026 (160 d) |
| Nicholas A Harden | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 23, 2025 | Jul 28, 2025 |
| William Brian Miller | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jul 16, 2025 | Aug 27, 2025 (42 d) |
| Amy L Cain | Truist Advisory Services, Inc. BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 26, 2025 | Oct 24, 2025 (120 d) |
| Paul Nathan Deal | Truist Advisory Services, Inc. BD affiliated | Bb&T Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 23, 2025 | Mar 1, 2021 |
| Amanda June Wittiger | Truist Advisory Services, Inc. BD affiliated | Bok Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 23, 2025 | Jul 9, 2025 |
| Zachary G Goddard | Truist Advisory Services, Inc. BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 18, 2025 | Jul 3, 2025 |
| Louis Marc Russo | Truist Advisory Services, Inc. BD affiliated | Beacon Trust independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 17, 2025 | Dec 12, 2025 (178 d) |
| Conner Stone | Truist Advisory Services, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 17, 2025 | Aug 8, 2025 (52 d) |
| Julie Christina Parham | Truist Advisory Services, Inc. BD affiliated | Sarmaya Partners, LLC asset manager | Other | Jun 13, 2025 | Nov 2, 2025 (142 d) |
| Anthony Richard Polidoro | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 11, 2025 | Jun 24, 2025 |
| Jason Bennett Apuzzio | Truist Advisory Services, Inc. BD affiliated | Beacon Trust independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2025 | Dec 12, 2025 (186 d) |
| Emily Van Der Merwe | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2025 | Aug 21, 2025 (73 d) |
| Christopher Francis Petrich | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 3, 2025 | Jun 19, 2025 |
| Mohammad Samkari | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 3, 2025 | Sep 23, 2025 (112 d) |
| Kevin Mcnair | Truist Advisory Services, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 29, 2025 | May 22, 2025 |
| Guy Thornton Mcbride | Truist Advisory Services, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | May 28, 2025 | Jun 9, 2025 |
| James Michael Wood | Truist Advisory Services, Inc. BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2025 | Jul 18, 2025 (59 d) |
| Adriana Munoz | Truist Advisory Services, Inc. BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 15, 2025 | Jul 30, 2025 (76 d) |
| Benjamin Michael Maslyn | Truist Advisory Services, Inc. BD affiliated | Robert W. Baird & Co. Incorporated mixed wealth | Affiliated broker-dealer or bank to independent RIA | May 14, 2025 | Apr 28, 2025 |
| Jarrod Burgess | Truist Advisory Services, Inc. BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2025 | Aug 11, 2025 (96 d) |
1,370 moves match.