Best Investors Account Sign in

Milton Llewellyn Smith

Truist Advisory Services, Inc.

Atlanta, GA

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2020-12-11
TX RA APPROVED_RES 2017-05-12
GA RA APPROVED 2016-09-19
  • LA RA
    APPROVED
    Since 2020-12-11
  • TX RA
    APPROVED_RES
    Since 2017-05-12
  • GA RA
    APPROVED
    Since 2016-09-19

Branch Locations

303 Peachtree St, Ne Fl 31, Atlanta, GA 30308 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services Inc, Atlanta GA 01/2016 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 01/2016 → Present
    Suntrust Investment Services Inc,
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-30
S63 Uniform Securities Agent State Law Examination 1998-07-15
  • S66 Uniform Combined State Law Examination
    2012-06-30
  • S63 Uniform Securities Agent State Law Examination
    1998-07-15
Other Names
  • Peter Smith
  • Peter Smith

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor