WILLIAM ALAN LUPI is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with TRUIST ADVISORY SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | 2020-10-16 | present | Yes |
| BB&T SECURITIES, LLC | 2018-01-02 | 2021-02-17 | — |
| BB&T INVESTMENT SERVICES, INC. | 2017-09-18 | 2018-01-02 | — |
| PNC WEALTH MANAGEMENT | 2015-05-15 | 2017-07-25 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2010-04-09 | 2012-10-29 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2005-02-08 | 2010-02-17 | — |