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Gregory Carsten Schmertmann

Truist Advisory Services, Inc.

Venice, 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

200 S. Nokomis Ave, Venice, FL 34285 • 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 01/2015 01/2018
Suntrust Advisory Services Atlanta GA 09/2016 Present
Suntrust Investment Services, Inc Atlanta GA 01/2018 Present
  • 01/2015 → 01/2018
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
  • 01/2018 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
Previous Registrations
  • 2014-05-21 → 2015-01-20
    Raymond James & Associates, Inc.
    Venice, FL
  • 2013-12-26 → 2014-05-14
    Truist Investment Services, Inc.
    Tampa, FL
  • 2011-01-13 → 2013-11-05
    Truist Investment Services, Inc.
    Port Charlotte, FL
  • 2010-01-22 → 2010-07-23
    Edward Jones
    St Louis, MO
    North Port, FL
    North Port, FL
    Venice, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-01-15
  • S66 Uniform Combined State Law Examination
    2010-01-15
Other Names
  • Gregory Schmertmann

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

MICHAEL F PRAZNOVSKY
DEAN P MCCONVILLE
CYNTHIA DANKER MERRITT
Bonnie Jean Harmsen Gaudreau
Robert K Domke
James Walker Crites
Timothy Francis Hixson
Dustin R Hays

Other Offices

LPL FINANCIAL LLC · VENICE, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Venice, FL
PNC WEALTH MANAGEMENT LLC · VENICE, FL
EDWARD JONES · Venice, FL
EDWARD JONES · VENICE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VENICE, FL
EDWARD JONES · VENICE, FL
RAYMOND JAMES & ASSOCIATES, INC. · Venice, FL

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