Keith Francis Schmitt

Current Employers

Employment History

• 09/2008 → Present
  Kelman-Lazarov, Inc.
  Memphis, TN
• 07/2016 → Present
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2008-09-16 → 2010-04-19
  Kelman Lazarov Inc
  Memphis, TN
• 2006-07-13 → 2008-08-04
  First Horizon Advisors, Inc.
  Memphis, TN
  Collierville, TN
  Memphis, TN

Other Businesses

1. Kelman-Lazarov Inc., Start Date: 09/01/2008, 5100 Poplar Ave., Ste. 2805, Memphis TN, 38137, Corporation, RIA, Director of Financial Planning, IAR, Partner, Provide comprehensive Investment Management and Financial Planning Services to Clients, Investment Related, 120 hours per month, 5.5 hours per day during trading hours. 2. Yellow Submarine @ Kiva Dunes, Vacation Home, Start Date: 01/15/14, 7247 Blue Heron Circle Gulf Shores, AL 36542, Real Estate Rental Home, Property Owner, Not Investment Related, 2 hours per month, 0 hours per day during trading hours. 3. DeNeuville Learning Center Board Member, Start Date: 04/23/2021, 190 Cooper St., Memphis, TN 38104, 501c3, Charity, Board Member, Attend at least 4 board meetings serve on min of 1 subcommittee with annual financial gift of $1000, attend and support events, share in responsibility for fundraising solicitation, Not Investment Related, 6 Hours per month, 20 mins tops per hours during trading hours. 4. Independent Insurance Agent, Start Date: 11/22/2022, 5100 Poplar Ave., Ste. 2805, Memphis, TN 38137, Corporation, Insurance Agency, Independent Insurance Agent, Independent Insurance Agent providing Fixed Insurance Products to existing and prospective RIA Clients, Not Investment Related, 1 Hour per month, 0 Hours per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-06-30