Best Investors
Account
Sign in
Best Investors
Account
Sign in
1061 Cliff Dawson Rd, Watkinsville, GA 30677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2013-07-05 |
Branch Locations
1061 Cliff Dawson Rd, Watkinsville, GA 30677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stadion Money Management | Watkinsville | GA | 09/2011 | Present |
| Smart Usa | Nashville | TN | 05/2022 | Present |
| Smart Managed Solutions | Nashville | TN | 02/2024 | Present |
| Smart Retirement Solutions | Nashville | TN | 02/2024 | Present |
5/12/2022 - Smart USA, a global retirement technology provider- not investment related - at reported business location. Start date of 5/12/2022 - 20 hours/monthly, 10 hours during trading hours. Serve as CEO providing Board of Directors and CEO duties for Smart USA. 2/9/2024 - Smart Managed Solutions, managed account provider - investment related - at reported business location. Start date of 2/9/2024 - 4 hours/monthly, 4 hours during trading hours. Serve as CEO. 2/9/2024 - Smart Retirement Solutions, a global retirement provider- not investment related - at reported business location. Start date of 2/9/2024 - 4 hours/monthly, 4 hours during trading hours. Serve as CEO.
Reach out to this advisor