James Paul Smith

Current Employers

Employment History

• 01/2004 → Present
  Atlantic Coast Advisory Group
  Mt. Pleasant, SC
• 01/2005 → 08/2021
  Moultrie Investments
  Isle Of Palms, SC
• 04/2008 → Present
  Musc Children's Hospital Board
  Charleston, SC
• 05/2016 → 10/2018
  Signator Investors, Inc.
  Mount Pleasant, SC
• 10/2018 → Present
  Creativeone Securities, Llc
  Overland Park, KS

Previous Registrations

• 2016-05-13 → 2018-10-31
  Signator Investors, Inc.
  Mount Pleasant, SC
• 2014-01-06 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Mount Pleasant, SC
  Mount Pleasant, SC
  Cedar Rapids, IA
  Philadelphia, PA
• 2006-02-06 → 2013-12-31
  Voya Financial Advisors, Inc.
  Windsor, CT
  Mt Pleasant, SC
  Florence, AL
  Hinesville, GA

Other Businesses

1). Atlantic Coast Advisory Group; investment related; 421 Wando Park Blvd, Suite 140, Mt. Pleasant, SC 29464; DBA; President; 100% ownership; DBA; 5/2005; 1289 hrs/mo; 90 hrs/mo; Manage agents, recruiting and referrals 2). Marshland Management Group LLC; not investment related; 421 Wando Park Blvd, Suite 140, Mt. Pleasant, SC 29464; Real Estate; Owner; 7/2023; 3 hrs/mo with majority being during trading hours; takes care of office rental and fee charges. 3). MUSC Children's Hospital; not investment related; 135 Rutledge Avenue, Charleston, SC 29425; Fund-raising; Board member; 4/2008; 2 hrs/mo; development committee; helps raise funds for new hospital. 4). Beacon Community Bank; not investment related; 2347 N. Hwy 17, Mt. Pleasant, SC 29466; Banking; Founding board member of private bank; Co-chair of the board; 2/2017; 40 hrs/mo with majority during trading hours; board member and loan committee. 5). Indigo Properties of SC, LLC; Investment related; 205 King Street, Suite 400, Charleston, SC 29401; Real Estate; Managing Partner; Partial owner of commercial property; 6/2022;15 hrs/mo; 7.5 hrs/mo

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-05-16

Designations

Other Names

• Jim Smith