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Inactive

Timothy C Smith

Two Twelve Planning, Inc.

Senoia, GA

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Current Employers
Two Twelve Planning, Inc.

6855 E Hwy 16 Ste 105, Senoia, GA 30276 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-02-09
  • GA RA
    APPROVED
    Since 2018-02-09

Branch Locations

6855 E Hwy 16 Ste 105, Senoia, GA 30276 • 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
Morgan Stanley Smith Barney Llc Peachtree City GA 03/2016 02/2018
Morgan Stanley Private Bank, N.A. New York NY 03/2016 02/2018
Two Twelve Planning, Inc. Sharpsburg GA 01/2018 Present
Two Twelve Planning, Inc. Sharpsburg GA 02/2018 Present
  • 03/2016 → 02/2018
    Morgan Stanley Smith Barney Llc
    Peachtree City, GA
  • 03/2016 → 02/2018
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 01/2018 → Present
    Two Twelve Planning, Inc.
    Sharpsburg, GA
  • 02/2018 → Present
    Two Twelve Planning, Inc.
    Sharpsburg, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-13
  • S66 Uniform Combined State Law Examination
    2012-12-13
Designations
Other Names
  • Timothy Christopher Smith

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Senoia, GA
EDWARD JONES · PEACHTREE CITY, GA
CAPITAL INVESTMENT ADVISORY SERVICES, LLC · PEACHTREE CITY, GA
MWA FINANCIAL SERVICES INC. · Sharpsburg, GA
WAVERLY ADVISORS, LLC · PEACHTREE CITY, GA
WAVERLY ADVISORS, LLC · PEACHTREE CITY, GA
EDWARD JONES · PEACHTREE CITY, GA
CETERA INVESTMENT ADVISERS LLC · PEACHTREE CITY, GA

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