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Connor Pierce Smith

Juncture Wealth Strategies, LLC

Scottsdale, AZ

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Current Employers
Juncture Wealth Strategies, Llc

8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2018-10-22
OH RA APPROVED 2018-09-14
  • AZ RA
    APPROVED
    Since 2018-10-22
  • OH RA
    APPROVED
    Since 2018-09-14

Branch Locations

8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258 • 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
Ameriprise Financial Services, Inc. Gen Allen VA 08/2015 06/2017
Heritage Wealth Management, Llc Phoenix AZ 06/2017 03/2018
Juncture Wealth Strategies, Llc Scottsdale AZ 06/2017 Present
  • 08/2015 → 06/2017
    Ameriprise Financial Services, Inc.
    Gen Allen, VA
  • 06/2017 → 03/2018
    Heritage Wealth Management, Llc
    Phoenix, AZ
  • 06/2017 → Present
    Juncture Wealth Strategies, Llc
    Scottsdale, AZ
Previous Registrations
  • 2017-06-28 → 2018-12-14
    Heritage Wealth Management, Llc
    Lancaster, OH
  • 2017-06-28 → 2018-11-16
    Juncture Wealth Strategies, Llc
    Lancaster, OH
  • 2016-01-07 → 2017-06-12
    Ameriprise Financial Services, Llc
    Glen Allen, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-11
  • S66 Uniform Combined State Law Examination
    2015-12-11
Designations
Other Names
  • Connor Smith

View on SEC IAPD

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Other Investors

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SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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