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4604 Timber Commons Drive, Sandusky, OH 44870 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-22 |
Branch Locations
1819 Main Street #240, Sarasota, FL 34236 • United States
4604 Timber Commons Drive, Sandusky, OH 44870 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Sarasota | FL | 09/2020 | 11/2024 |
| Td Bank Group | Toronto | 10/2012 | 07/2019 | |
| N/A | Sarasota | FL | 08/2019 | 09/2020 |
| Mariner Wealth Advisors | Overland Park | KS | 12/2024 | 03/2025 |
| Msec, Llc | Overland Park | KS | 12/2024 | 03/2025 |
| W.A. Smith Financial Group | Sarasota | FL | 03/2025 | Present |
W.A. Smith Financial Group; Fixed Life Insurance Agent; Sarasota, FL; Non-investment related; Sale of commissionable insurance products and services; 04/2025; 40 hours per month during trading hours; 0 hours per month during non-trading hours..
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-03 |
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