Stacey Leigh Smith

Current Employers

Employment History

• 02/2004 → Present
  S&S Wealth Management, L.P.
  Arlington, TX
• 04/2012 → 08/2024
  Triad Advisors Inc
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Grand Prairie, TX

Other Businesses

1. S&S WEALTH MANAGEMENT; INVESTMENT RELATED; 2505 N HWY 360 STE 490 GRAND PRAIRIE TX 75050; RIA; PRINCIPAL; 2004; HRS/MONTH; N/A HRS/TRADE DAY; N/A COMPENSATED BY FEE FOR AUM; CCO, ADVISOR 2. WESTERN STAR SMITH RANCH POSITION: Owner NATURE: Horse Boarding and Lessons INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1994 ADDRESS: 601 Mcmakin Rd, Bartonville TX 76226 DESCRIPTION: Help with chores on the weekend and give lessons 1-2 hours per week on the weekend. 3. NOTARY POSITION: Notary NATURE: Notary for clients free of charge. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2016 ADDRESS: 2505 N State Hwy 360, Suite 490, Grand Prairie, TX 75050 DESCRIPTION: Notarize Legal Documents for S&S Wealth Management Clients S&S WEALTH MANAGEMENT LP POSITION: Partner, CCO, IAR NATURE: LP- Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2004 ADDRESS: 2505 N State Hwy 360, Suite 490, Grand Prairie, TX 75050 DESCRIPTION: S&S Wealth Management LP is an SEC-registered Independent RIA. My duties are as the owner of the partnership: Bookkeeping, payroll, and tax returns CCO, Investment advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-07
• S63 Uniform Securities Agent State Law Examination
  1996-12-24