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Amberlee Danielle Smith

&Partners

Clayton, MO

Jackson, MI

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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-04-15
TX RA APPROVED 2025-04-15
  • MI RA
    APPROVED
    Since 2025-04-15
  • TX RA
    APPROVED
    Since 2025-04-15

Branch Locations

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

2533 Spring Arbor Rd. Suite A, Jackson, MI 49203 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Executive Wealth Management Jackson MI 02/2012 11/2020
Invest Financial Corp Tampa FL 12/2016 06/2017
Private Client Services Llc Louisville KY 06/2017 04/2021
Executive Wealth Management Brighton MI 11/2020 03/2021
&Partners Nashville TN 08/2024 Present
Howard Hanna Real Estate Services Jackson MI 03/2021 06/2022
Era Reardon Realty Jackson MI 06/2022 Present
Country Club Of Jackson Jackson MI 11/2022 05/2024
Meridian Wealth Management Of Michigan Jackson MI 04/2024 08/2024
  • 02/2012 → 11/2020
    Executive Wealth Management
    Jackson, MI
  • 12/2016 → 06/2017
    Invest Financial Corp
    Tampa, FL
  • 06/2017 → 04/2021
    Private Client Services Llc
    Louisville, KY
  • 11/2020 → 03/2021
    Executive Wealth Management
    Brighton, MI
  • 08/2024 → Present
    Nashville, TN
  • 03/2021 → 06/2022
    Howard Hanna Real Estate Services
    Jackson, MI
  • 06/2022 → Present
    Era Reardon Realty
    Jackson, MI
  • 11/2022 → 05/2024
    Country Club Of Jackson
    Jackson, MI
  • 04/2024 → 08/2024
    Meridian Wealth Management Of Michigan
    Jackson, MI
Other Businesses

ERA REARDON REALTY INVESTMENT RELATED 910 WEST AVE JACKSON, MI 49201 REAL ESTATE SALES REALTOR REAL ESTATE AGENT STARTED 06/2022 4 HOURS A MONTH ZERO HOURS WORKED DURING SECURITIES TRADING HOURS MARKET LIST AND SELL RESIDENTIAL HOMES, REPRESENT BUYERS PURCHASING RESIDENTIAL PROPERTY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-14
S63 Uniform Securities Agent State Law Examination 2017-02-10
  • S66 Uniform Combined State Law Examination
    2025-04-14
  • S63 Uniform Securities Agent State Law Examination
    2017-02-10
Other Names
  • Amberlee Danielle Swift
  • Amberlee Danielle Reynolds
  • Amberlee Danielle Pickering
  • Amberlee Swift

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