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Ivan Orian Smith Truss

Arete Wealth Advisors, LLC

Birmingham, AL

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Current Employers
Arete Wealth Advisors, Llc

1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-01-02
AL RA APPROVED 2021-10-26
  • DC RA
    APPROVED
    Since 2025-01-02
  • AL RA
    APPROVED
    Since 2021-10-26

Branch Locations

2318 2Nd Avenue North, Birmingham, AL 35203 • 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
Shades Creek Wealth Advisors, Inc Birmingham AL 08/2021 Present
Arete Wealth Management Birmingham AL 08/2021 Present
Arete Wealth Advisors, Llc Birmingham AL 08/2021 Present
Brasfield & Gorrie Birmingham AL 11/2018 08/2021
Regions Birmingham AL 05/2017 10/2018
Bridgeworth, Llc Birmingham AL 05/2016 08/2016
Unemployed Birmingham AL 08/2016 05/2017
Unemployed Birmingham AL 02/2014 05/2016
  • 08/2021 → Present
    Shades Creek Wealth Advisors, Inc
    Birmingham, AL
  • 08/2021 → Present
    Arete Wealth Management
    Birmingham, AL
  • 08/2021 → Present
    Arete Wealth Advisors, Llc
    Birmingham, AL
  • 11/2018 → 08/2021
    Brasfield & Gorrie
    Birmingham, AL
  • 05/2017 → 10/2018
    Regions
    Birmingham, AL
  • 05/2016 → 08/2016
    Bridgeworth, Llc
    Birmingham, AL
  • 08/2016 → 05/2017
    Unemployed
    Birmingham, AL
  • 02/2014 → 05/2016
    Unemployed
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-06
  • S66 Uniform Combined State Law Examination
    2022-05-06
Designations
Other Names
  • Ivan Orian Truss
  • Ivan Truss

View on SEC IAPD

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