Peter T Smith

Current Employers

Employment History

• 04/2013 → 03/2024
  U.S. Bancorp Investments, Inc.
  Bridgeton, MO
• 03/2024 → Present
  Osaic
  Wildwood, MO

Previous Registrations

• 2013-04-05 → 2024-03-21
  U.S. Bancorp Investments, Inc.
  Spanish Lake, MO
  Overland, MO
  Saint Louis, MO
  Jennings, MO
  Saint Louis, MO
  Ferguson, MO
  Normandy, MO
  Saint Louis, MO
  Bridgeton, MO
  Bridgeton, MO
  Saint Louis, MO
  St Louis, MO
  Overland, MO
  Jennings, MO
• 2007-04-27 → 2013-04-09
  Edward Jones
  Chesterfield, MO
  St. Louis, MO
  Clayton, MO

Other Businesses

1. ARTEMIS WEALTH SOLUTIONS POSITION: Owner NATURE: Set this up as a single member LLC. I am partnering with a company called Artemis Risk Solutions that sells commercial insurance and benefits to other companies. I will be offering 401k plans and services to their clients. I registered the LLC name to hold its place in March but am just now moving into office location on site. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/15/2024 ADDRESS: 9651 Clayton Road, Suite 2F, Saint Louis MO 63124, United States DESCRIPTION: Artemis Risk Solutions is a company that offers commercial insurance and benefits to companies. Their clients want those services and 401k provider all in one house. Artemis Wealth Solutions is the arm that will be providing the 401k services and plans. I will be running the plans with Osaic's planning support time helping. Any compensation for this company will be coming from revenue generated through Osaic's platform 2. ARTEMIS WEALTH ADVISORS POSITION: owner NATURE: Organized as an LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/15/2024 ADDRESS: 9651 Clayton Road, Suite 2F, Saint Louis MO 63124, United States DESCRIPTION: I registered the LLC in March when I affiliated with Osaic Wealth. Its purpose is to have other brokers join my group in the future. I have not done any work on this LLC to date but will start trying to build out the group now that I am moving into an office location and out of my home office. 3. PTS HOLDINGS LLC POSITION: owner NATURE: Single member LLC to be used as holding company only. No business will be written or done under the company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2024 ADDRESS: 9651 Clayton Road, Suite 2F, Saint Louis MO 63124, United States DESCRIPTION: The LLC is a holding company and no business will be done under its name. 4. ARTEMIS RISK SOLUTIONS POSITION: agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 10/21/2024 ADDRESS: 9651 Clayton Road, STE 2F, Saint Louis MO 63124, United States DESCRIPTION: Artemis Risk Solutions offers property insurance and other insurance products. Any life or LTC insurance sold would be through Osaic, my broker dealer. I will be selling commercial insurance

Exams

• S66 Uniform Combined State Law Examination
  2007-04-24
• S63 Uniform Securities Agent State Law Examination
  2004-11-11

Designations

Other Names

• Peter T Smith
• Peter Trentlage Smith