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Jamie Lynne Smith

Truist Advisory Services, Inc.

Winter Park, FL

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-09-09
  • FL RA
    APPROVED
    Since 2016-09-09

Branch Locations

400 S Park Ave Fl 2, Winter Park, FL 32789 • 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 02/2014 10/2021
Suntrust Advisory Services Atlanta GA 09/2016 02/2021
Trust Investment Services, Inc. Winter Park FL 10/2021 Present
Truist Advisory Services, Inc. Winter Park FL 09/2016 Present
  • 02/2014 → 10/2021
    Suntrust Investment Services,Inc
    Atlanta, GA
  • 09/2016 → 02/2021
    Suntrust Advisory Services
    Atlanta, GA
  • 10/2021 → Present
    Trust Investment Services, Inc.
    Winter Park, FL
  • 09/2016 → Present
    Truist Advisory Services, Inc.
    Winter Park, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-26
  • S66 Uniform Combined State Law Examination
    2008-06-26
Other Names
  • Jamie Lynne Brumfield

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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