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Kathryn Marie Miller

Truist Advisory Services, Inc.

Merritt Island, 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 2017-04-14
  • FL RA
    APPROVED
    Since 2017-04-14

Branch Locations

775 E Merritt Island Cswy Ste 100, Merritt Island, FL 32952 • 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 04/2013 Present
Suntrut Bank Merrit Island FL 04/2013 Present
Suntrust Advisory Services Atlanta GA 09/2016 03/2017
Suntrust Advisory Services, Inc. Atlanta GA 03/2017 Present
  • 04/2013 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 04/2013 → Present
    Suntrut Bank
    Merrit Island, FL
  • 09/2016 → 03/2017
    Suntrust Advisory Services
    Atlanta, GA
  • 03/2017 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2008-04-09 → 2010-06-23
    Wells Fargo Clearing Services, Llc
    Orlando, FL
    Orlando, FL
    Merritt Island, FL
    Cape Canaveral, FL
  • 2007-04-02 → 2008-03-27
    Morgan Stanley & Co. Llc
    Melbourne, FL
  • 2005-09-27 → 2007-04-02
    Morgan Stanley Dw Inc.
    Melbourne, FL
    Melbourne, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-19
  • S66 Uniform Combined State Law Examination
    2016-12-19
Other Names
  • Kate Marie Miller
  • Kathryn Miller
  • Kt Miller
  • Kathryn Miller Phaneuf
  • Kate Phaneuf
  • Kathryn Marie Miller

View on SEC IAPD

Other Firms

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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BFC PLANNING, INC.
GWN SECURITIES INC.
ADVISORY SERVICES NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Other Investors

STEPHEN JOSEPH SCOTT
CHRISTOPHER JANSON DAVIS
CHRYSTLE LYNNE VESCO
ARTHUR THOMAS ROTH
James D King
TERRY ROSS COAPSTICK
DAWN MICHELLE PARTLOW
Ethan Graybeal

Other Offices

LPL FINANCIAL LLC · MERRITT ISLAND, FL
CETERA INVESTMENT ADVISERS LLC · MERRITT ISLAND, FL
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · MERRITT ISLAND, FL
BFC PLANNING, INC. · MERRITT ISLAND, FL
LPL FINANCIAL LLC · Merritt Island, FL
GWN SECURITIES INC. · MERRITT ISLAND, FL
ADVISORY SERVICES NETWORK · MERRITT ISLAND, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Merritt Island, FL

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