Best Investors Account Sign in
Inactive

Joshua Matthew Smith

Strategic Wealth Investment Group, LLC

Ponte Vedra, FL

Louisville, KY

Claim This Profile
Current Employers
Strategic Wealth Investment Group, Llc

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-24
CO RA APPROVED 2024-06-27
IN RA APPROVED 2024-06-17
TX RA APPROVED_RES 2024-05-17
OH RA APPROVED 2019-11-20
KY RA APPROVED 2018-09-06
  • FL RA
    APPROVED
    Since 2025-10-24
  • CO RA
    APPROVED
    Since 2024-06-27
  • IN RA
    APPROVED
    Since 2024-06-17
  • TX RA
    APPROVED_RES
    Since 2024-05-17
  • OH RA
    APPROVED
    Since 2019-11-20
  • KY RA
    APPROVED
    Since 2018-09-06

Branch Locations

Ponte Vedra, FL • United States

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • 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
J Smith (Self Employed) Louisville KY 01/2008 06/2018
Mh Equipment Louisville KY 09/2016 05/2018
Strategic Wealth Investment Group, Llc Louisville KY 06/2018 Present
Strategic Wealth Investment Group, Llc Louisville KY 06/2018 Present
Other Businesses

EXECUTIVE BENEFITS/LFG INSURANCE SERVICES/PRODUCTS OTHER THAN GUARDIAN;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-06
S66 Uniform Combined State Law Examination 2006-12-27
  • S65 Uniform Investment Adviser Law Examination
    2018-09-06
  • S66 Uniform Combined State Law Examination
    2006-12-27

View on SEC IAPD

More in Ponte Vedra, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor