Wade S Schmidt

Current Employers

Employment History

• 02/2008 → 02/2018
  T Rowe Price
  Colorado Springs, CO
• 08/2018 → 01/2019
  Edward Jones
  St Louis, MO
• 05/2018 → 07/2018
  Lyft Inc
  Matthews, NC
• 02/2019 → 05/2022
  Lpl Financial, Llc
  Charlotte, NC
• 02/2019 → 05/2022
  Independent Advisor Alliance, Llc
  Charlotte, NC
• 05/2022 → 01/2025
  American United Life
  Matthews, NC
• 06/2022 → 01/2025
  Oneamerica Securities
  Matthews, NC
• 01/2025 → 04/2025
  Voya Financial Partners, Llc
  Matthews, NC
• 01/2025 → 04/2025
  Voya
  Matthews, NC
• 06/2025 → Present
  Mma Securities Llc
  Charlotte, NC
• 06/2025 → Present
  Marsh Mclennan Agency
  Charlotte, NC

Previous Registrations

• 2025-02-20 → 2025-04-25
  Voya Retirement Advisors, Llc
  Windsor, CT
  Matthews, NC
• 2022-06-09 → 2025-02-08
  Oneamerica Securities, Inc.
  Matthews, NC
  Indianapolis, IN
• 2020-07-01 → 2022-05-26
  Independent Advisor Alliance, Llc
  Charlotte, NC
• 2018-08-29 → 2019-02-05
  Edward Jones
  Matthews, NC
  St Louis, MO
  Matthews, NC

Other Businesses

The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-28
• S63 Uniform Securities Agent State Law Examination
  2008-12-01

Other Names

• Wade Scott Schmidt
• Wade Schmidt
• Wade S Schmidt