Marilyn F Smith

Current Employers

Employment History

• 01/2012 → 12/2016
  Morgan Stanley Smith Barney
  Colorado Springs, CO
• 12/2016 → 05/2017
  U.S. Bancorp Investments, Inc.
  Lakewood, CO
• 05/2017 → 01/2018
  Robert W. Baird & Co., Inc.
  Denver, CO
• 01/2018 → 05/2023
  Raymond James Financial Services,Inc
  Colorado Springs, CO
• 03/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2022 → 08/2022
  North Academy Fitness
  Colorado Springs, CO
• 05/2021 → Present
  Concurrent Investment Advisors Dba Legacy Private Wealth Prt
  Colorado Springs, CO
• 01/2018 → 05/2021
  Schwartz Mabry Private Wealth Advisory
  Colorado Springs, CO
• 01/2018 → 05/2021
  The Hamilton Group
  Greenwood Village, CO

Previous Registrations

• 2018-01-31 → 2023-06-05
  Raymond James Financial Services Advisors, Inc
  Greenwood Village, CO
  Greenwood Village, CO
  Colorado Spring, CO
• 2023-05-19 → 2023-05-19
  Concurrent Investment Advisors, Llc
  Tampa, FL
  Colorado Springs, CO
• 2017-05-11 → 2018-01-31
  Robert W. Baird & Co. Incorporated
  Denver, CO
• 2017-01-03 → 2017-05-26
  U.S. Bancorp Investments, Inc.
  Lakewood, CO
• 2012-03-27 → 2017-01-06
  Morgan Stanley
  Colorado Springs, CO

Other Businesses

1) Concurrent Investment Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 05/2021. 160 hrs/month; all during trading hours. Provide advice to clients. 2) State Notary. Not investment-related. At registered location. State Notary. Notary Public. Start: 03/2003. 0-1 hr/month; 0-1hr/month during trading hours. Provide notary services to clients according to state laws for no fee.

Exams

• S66 Uniform Combined State Law Examination
  2012-11-02
• S63 Uniform Securities Agent State Law Examination
  2005-07-29

Other Names

• Marilyn Faye Smith
• Marilyn Faye Mcculley
• Marilyn F Buckridge
• Marilyn Faye Buckridge
• Marilyn F Buckridge