Paige Rita Smith Ducey

$994M regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

1900 Gallows Road Suite 350, Tysons, VA 22182 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2026-01-30

Branch Locations

1900 Gallows Road Suite 350, Tysons, VA 22182 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Robert Gorman	Charleston	SC	09/2017	02/2018
Northwestern Mutual Investment Services Llc	Charleston	SC	09/2017	02/2018
Coastal Wealth Management	Mt Pleasant	SC	04/2017	09/2017
Coastal Financial Planning Group	Charleston	SC	04/2017	08/2017
Voya Financial Advisors	Windsor	CT	06/2014	04/2017
Apollon Wealth Management, Llc	Charleston	SC	02/2018	08/2018
Apollon Insurance Group	Charleston	SC	02/2018	08/2018
Purshe Kaplan Sterling Investments	Albany	NY	03/2018	08/2018
Curran Financial Partners, Llc	Charleston	SC	09/2018	06/2023
Bull Harbor Capital, Llc	Bethesda	MD	06/2023	01/2026
Mclean Asset Management Corporation	Tysons	VA	01/2026	Present

2023-08-03 → 2026-01-23

Bull Harbor Capital Llc.

Bethesda, MD

Mt Pleasant, SC
2018-09-07 → 2023-06-22

Curran Financial Partners, Llc

Daniel Island, SC
2018-03-06 → 2018-09-05

Apollon Wealth Management, Llc

Mount Pleasant, SC
2017-09-25 → 2018-03-05

Northwestern Mutual Investment Services, Llc

Charleston, SC
2015-01-05 → 2017-05-02

Voya Financial Advisors, Inc.

Windsor, CT

Mt Pleasant, SC

Raleigh, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-12-22
S63	Uniform Securities Agent State Law Examination	2012-02-17