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
Arrivals at 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 |
|---|---|---|---|---|---|
| Kimberley B Foster | Fifth Third Securities, Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 20, 2026 | Feb 9, 2026 |
| Travis Aiken | LPL Financial LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 15, 2026 | Jan 21, 2026 |
| Austin Thomas Clark | Ameriprise Financial Services, LLC national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 11, 2026 | Mar 11, 2026 (59 d) |
| Sarah Rae Mcmillian | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 9, 2026 | Jan 16, 2026 |
| Dhilsha Athulathmudali | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 5, 2026 | Jan 16, 2026 |
| Willie Preston Stokes | Advice And Planning Services BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2026 | Jan 12, 2026 |
| Bryan James Bornschein | Valley Wealth Managers, Inc. independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 15, 2025 | Jan 14, 2026 |
| Chad William Cunningham | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 11, 2025 | Mar 27, 2026 (106 d) |
| Brandon Stevens | Td Private Client Wealth LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 4, 2025 | Dec 22, 2025 |
| Stephen F Selby | Cetera Investment Advisers LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 28, 2025 | Jun 17, 2026 (201 d) |
| John D Boyle | Ameriprise Financial Services, LLC national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 28, 2025 | Dec 1, 2025 |
| Kevin Thomas Moriarty | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 24, 2025 | Feb 25, 2026 (93 d) |
| Eric John Ackerman | LPL Financial LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 24, 2025 | Dec 16, 2025 |
| Robert Trice Yarbrough | Florida Financial Advisors, LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 18, 2025 | Jan 8, 2026 (51 d) |
| Jon Christian Bohnert | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 12, 2025 | Nov 13, 2025 |
| Damon Hurst | Frost Investment Services BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 7, 2025 | Nov 20, 2025 |
| Ryan Edward Berry | LPL Financial LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2025 | Oct 29, 2025 |
| Jason Stanco | J.P. Morgan Securities LLC wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 2, 2025 | Nov 6, 2025 |
| Reynel Gonzalez | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 15, 2025 | Oct 6, 2025 |
| Amanda Marie Mounts | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 10, 2025 | Oct 13, 2025 |
| Logan K Simering | T. Rowe Price Advisory Services, Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 8, 2025 | Oct 8, 2025 |
| Hubert Lyle | Transamerica Financial Advisors, LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2025 | Oct 22, 2025 |
| Kevin Michael Carr | Citizens Securities, Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2025 | Oct 8, 2025 |
| Cesar Rafael Otero | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 2, 2025 | Oct 7, 2025 |
| Michael John Dimitri | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 1, 2025 | Sep 30, 2025 |
| Julio Ernesto Leyva | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 25, 2025 | Sep 24, 2025 |
| Itai David Tsur | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 23, 2025 | Oct 2, 2025 |
| Halle Ginter | First Command Advisory Services BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2025 | Aug 15, 2025 |
| Angela M Oestreicher | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 22, 2025 | Oct 7, 2025 |
| James Donald Lefever | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 16, 2025 | Oct 10, 2025 |
| Erik Alexis Carrington | Cetera Investment Advisers LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 11, 2025 | Oct 3, 2025 |
| Walter Schacht | Cetera Investment Advisers LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 9, 2025 | Sep 26, 2025 |
| Juan David Lenis | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 5, 2025 | Sep 15, 2025 |
| Christopher Leonard Mccain | Sorrento Pacific Financial, LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 4, 2025 | Jan 12, 2026 (130 d) |
| Anderson Reed Stockard | LPL Enterprise, LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 3, 2025 | Sep 15, 2025 |
| David Gonzalez | Edward Jones national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 27, 2025 | Sep 9, 2025 |
| James William Baugh | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 21, 2025 | Sep 16, 2025 |
| Joshua Kincaid | Equitable Advisors, LLC national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2025 | Aug 25, 2025 |
| Tiffany Lowe Gilbert | Bca Private Wealth, Inc. independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 15, 2025 | Mar 9, 2026 (206 d) |
| Ivan Acimovic | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 14, 2025 | Sep 9, 2025 |
| Christina Hartfield | J.P. Morgan Securities LLC wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 13, 2025 | Sep 3, 2025 |
| Anthony Alliman | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 12, 2025 | Aug 15, 2025 |
| Michael Joseph Cheleuitte | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 4, 2025 | Aug 25, 2025 |
| Renee Eppley Johnson | J.P. Morgan Securities LLC wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 1, 2025 | Oct 22, 2025 (82 d) |
| Douglas Michael Sheahan | Iccf Wealth Management, LLC unclassified | Truist Advisory Services, Inc. BD affiliated | Other | Jul 30, 2025 | Jul 8, 2025 |
| Bridget Geraldine Hussey | Synovus Securities, Inc. independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 29, 2025 | Aug 19, 2025 |
| Sarah Marie Turner | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 22, 2025 | Jul 21, 2025 |
| William Darden Smith | Td Private Client Wealth LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 21, 2025 | Jul 11, 2025 |
| Jeannine Oconnor Klos | Equitable Advisors, LLC national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2025 | Aug 19, 2025 (36 d) |
| Perry Mathew Sutton | Commonwealth Financial Network national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 14, 2025 | Jul 10, 2025 |
| Joshua Steven Gelber | RBC Securities, Inc. independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 11, 2025 | Jun 30, 2025 |
| Lorena Yvonne Kanani | Sequent Planning, LLC independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 10, 2025 | Jul 9, 2025 |
| Benjamin Thomas | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 8, 2025 | Jul 9, 2025 |
| Ashley W Folkes | Farther independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 26, 2025 | Jul 9, 2025 |
| Benjamin Brian Taylor | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 26, 2025 | Jun 30, 2025 |
| Michael A Estevez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 25, 2025 | Aug 7, 2025 (43 d) |
| Patrick Hojan | Edward Jones national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2025 | Jul 17, 2025 |
| William Arden Burnett | Morgan Stanley wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 12, 2025 | Aug 5, 2025 (54 d) |
| Jonathen Davey Robinson | Morgan Stanley wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 11, 2025 | Dec 11, 2025 (183 d) |
| Christopher Jordan Law | UBS Financial Services Inc. wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 10, 2025 | Jun 5, 2025 |
1,150 moves match.