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511 University Dr. E Suite 210, College Station, TX 77840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-07 |
| LA | RA | APPROVED | 2022-11-22 |
| TX | RA | APPROVED | 2022-11-22 |
Branch Locations
2405 Texas Ave Suite 306, College Station, TX 77840 • United States
511 University Dr. E Suite 210, College Station, TX 77840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2014 | 11/2016 |
| Corecap Advisors, Llc | Southfield | MI | 01/2018 | 11/2022 |
| Corecap Advisors, Llc | Southfield | MI | 06/2017 | 05/2018 |
| Smith & Wyatt, Llc | Bryan | TX | 11/2022 | 06/2025 |
| Unemployed | Navasta | TX | 11/2016 | 06/2017 |
| Smith & Wyatt, Llc | College Station | TX | 06/2025 | Present |
1) Frontier Wealth Management; Founder; Insurance sales; approx. 160 hours per month; approx. 160 hours per month during trading hours; similar clientele 2) goosehead insurance - INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-24 |
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