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 |
|---|---|---|---|---|---|
| Chad Allen Stief | Texas Capital Bank Private Wealth Advisors independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2026 | Aug 27, 2026 |
| Nicholas Richard Menzies | Ameriprise Financial Services, LLC national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 4, 2026 | Sep 10, 2026 |
| Bryan Douglas Cornell | Charles Schwab & Co., Inc. national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 19, 2026 | Aug 26, 2026 |
| Robert Neal Doebler | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 19, 2026 | Aug 19, 2026 |
| Carl Albert Modecki | First Citizens Investor Services, Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2026 | Aug 17, 2026 |
| John B Demere | Osaic Wealth, Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2026 | Sep 15, 2026 (35 d) |
| Daniel Raymond Featherston | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 31, 2026 | Jul 14, 2026 |
| Kenneth Rafael Fletes | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 23, 2026 | Aug 20, 2026 |
| Elvis Castro | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 20, 2026 | Jul 17, 2026 |
| Alvaro Alfredo Quintero | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 20, 2026 | Jul 29, 2026 |
| Paulo Andre Quintana | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 20, 2026 | Jul 23, 2026 |
| Thomas Joseph Morse | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 20, 2026 | Jul 13, 2026 |
| Chelsey D Frate | Carmel Capital Partners, LLC independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 17, 2026 | Sep 16, 2026 (61 d) |
| Frank A Deshantz | Cetera Investment Advisers LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 13, 2026 | Jun 24, 2026 |
| Tanner Lewis | Morgan Stanley wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 10, 2026 | Aug 4, 2026 |
| Darius Harrison | Cetera Investment Advisers LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2026 | Jul 1, 2026 |
| Glenn Jason Interiano | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 23, 2026 | Jun 29, 2026 |
| Lejo Abraham | Ameriprise Financial Services, LLC national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 22, 2026 | Jun 9, 2026 |
| Jeffrey Scott Hughes | Strategic Advisers LLC national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 18, 2026 | Jul 15, 2026 |
| Constance Chilvers Bolen | Cetera Investment Advisers LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Jul 2, 2026 |
| Camille Summer Noble | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 15, 2026 | Jul 9, 2026 |
| William Vickers | Edward Jones national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 13, 2026 | Jul 21, 2026 (38 d) |
| Shafiq Ahmadi | Thrivent Investment Management Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2026 | Jun 22, 2026 |
| Sunil I Menezes | Morgan Stanley wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 5, 2026 | Aug 12, 2026 (68 d) |
| Dennis Bernard Davis | LPL Financial LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 27, 2026 | Apr 23, 2026 |
| Dennis Walter Riegraf | J.P. Morgan Securities LLC wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 13, 2026 | May 18, 2026 |
| Naomi Tanabe | LPL Financial LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 11, 2026 | Apr 24, 2026 |
| Cameron Joseph Mcfarlane | LPL Financial LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 11, 2026 | Apr 24, 2026 |
| William Martin Merrigan | Morgan Stanley wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 7, 2026 | Aug 31, 2026 (116 d) |
| Andreia G Nimara | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 5, 2026 | May 8, 2026 |
| Oliver Surprenant | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 5, 2026 | Apr 29, 2026 |
| Alan David Jacobson | Citizens Securities, Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 27, 2026 | Apr 23, 2026 |
| Jordan Greg Haglin | Thrivent Investment Management Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 22, 2026 | Apr 28, 2026 |
| Robert Dean Schutz | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 20, 2026 | Apr 6, 2026 |
| Kaleb E Fleming | Charles Schwab & Co., Inc. national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2026 | Sep 11, 2026 (147 d) |
| Carlos J Centeno | Morgan Stanley wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 14, 2026 | Apr 23, 2026 |
| Dane Zachary Blakeley | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 10, 2026 | Apr 14, 2026 |
| Damon Paul Ellison | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 6, 2026 | Apr 22, 2026 |
| Chancey Zifko | Fifth Third Securities, Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2026 | Apr 9, 2026 |
| Luke A Luciano | Foundations Investment Advisors LLC independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 30, 2026 | Apr 9, 2026 |
| Mary Norman-Hales | Ameriprise Financial Services, LLC national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 16, 2026 | Mar 18, 2026 |
| Thomas William Hazelhoff | Worth Advisors independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 6, 2026 | Mar 19, 2026 |
| Andrew Luis Ferrari | Equitable Advisors, LLC national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 23, 2026 | Mar 25, 2026 |
| Thomas M. Hunt | J.P. Morgan Securities LLC wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 22, 2026 | Mar 24, 2026 |
| Alberto Elias Hernandez | LPL Financial LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2026 | Jan 28, 2026 |
| Mark Kuniholm | Moors & Cabot, Inc BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Feb 19, 2026 |
| William M Prest | Wealth Enhancement Advisory Services, LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2026 | Apr 10, 2026 (58 d) |
| Tory Sherman | Ameriprise Financial Services, LLC national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2026 | Sep 14, 2026 (216 d) |
| Johnny Kim | LPL Financial LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2026 | Jan 28, 2026 |
| Paul Jones | Charles Schwab & Co., Inc. national BD | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 7, 2026 | Jan 29, 2026 |
| Thomas Lee Dinardo | Thrivent Investment Management Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2026 | May 5, 2026 (90 d) |
| John Brittson Hall | Meadow Creek Wealth Advisors, LLC independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 3, 2026 | Mar 10, 2026 (35 d) |
| Erin Edward Bojarczuk | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 2, 2026 | Feb 2, 2026 |
| Ana Isabel Campos | Advice And Planning Services BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 30, 2026 | May 18, 2026 (108 d) |
| Ryan Mentnech | First Citizens Investor Services, Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 23, 2026 | Feb 11, 2026 |
| Irina Gavrilyaka | Vanguard Advisers, Inc. BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 22, 2026 | Jan 26, 2026 |
| David Brendan Perkins | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 21, 2026 | Jan 23, 2026 |
| Wayne Michael Hastad | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 21, 2026 | Jan 22, 2026 |
| Jordan Robert Jensen | Wells Fargo Advisors wirehouse | Truist Advisory Services, Inc. BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 21, 2026 | Jan 23, 2026 |
| 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 |
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1,145 moves match.