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Mark Reed Sinderson

Smartpath Advisors

Atlanta, GA

Norcross, GA

CRD 4499818

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Employer firm

Smartpath Advisors CRD 304563

369 advisory clients

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Smartpath Advisors

Atlanta, GA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-16
GA RA APPROVED 2020-03-17
  • TX RA
    APPROVED
    Since 2020-04-16
  • GA RA
    APPROVED
    Since 2020-03-17

Branch Locations

Atlanta, GA • United States

Norcross, GA • 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
Liberty Partners Capital Management, Llc. Cheyenne WY 05/2016 04/2017
Financial Clarity Partners, Llc Peachtree Corners GA 08/2016 12/2021
Smartpath Advisors, Llc Atlanta GA 02/2020 Present
Smartpath, Inc. Atlanta GA 09/2019 03/2020
  • 05/2016 → 04/2017
    Liberty Partners Capital Management, Llc.
    Cheyenne, WY
  • 08/2016 → 12/2021
    Financial Clarity Partners, Llc
    Peachtree Corners, GA
  • 02/2020 → Present
    Smartpath Advisors, Llc
    Atlanta, GA
  • 09/2019 → 03/2020
    Smartpath, Inc.
    Atlanta, GA
Previous Registrations
  • 2016-09-01 → 2021-12-31
    Financial Clarity Partners, Llc
    Alpharetta, GA
    Peachtree Corners, GA
  • 2016-05-10 → 2017-04-21
    Alpharetta, GA
    Raleigh, NC
  • 2006-11-08 → 2008-09-12
    Atlanta, GA
    Atlanta, GA
  • 2007-06-05 → 2008-05-02
    Cornerstone Financial Advisors, Inc.
    Norcross, GA
  • 2004-08-06 → 2006-09-25
    Oakbrook Terrace, IL
    Oakbrook Terrace, IL
  • 2004-01-09 → 2004-05-27
    Ws Griffith Securities, Inc.
    Rosemont, IL
  • 2003-05-19 → 2003-10-07
    Integral Financial Advisors Llc
    Bartlett, IL
  • 2002-05-16 → 2003-05-02
    Raymond James Financial Services, Inc.
    Itasca, IL
  • 2002-06-26 → 2003-05-02
    Summit Wealth Advisors Llc
    Itasca, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-29
  • S66 Uniform Combined State Law Examination
    2002-04-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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