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Benjamin Gordon Bailey

Smith Salley Wealth Management

Greensboro, NC

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Current Employers
Smith Salley Wealth Management

324 West Wendover Avenue Suite 301, Greensboro, NC 27408 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-04-30
  • NC RA
    APPROVED
    Since 2024-04-30

Branch Locations

324 West Wendover Avenue Suite 301, Greensboro, NC 27408 • 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
Edward Jones Investments Greensboro NC 07/2018 06/2019
Genworth Financial Lynchburg VA 12/2014 07/2018
Dmj Wealth Advisors, Llc Greensboro NC 11/2019 04/2021
Dmj Wealth Advisors, Llc Greensboro NC 06/2019 04/2021
Beacon Pointe Advisors, Llc Greensboro NC 05/2021 12/2021
Fund Direct Advisors Inc. Greensboro NC 01/2022 04/2024
Integrated Tax Solutions Greensboro NC 04/2023 04/2024
Smith Salley Wealth Management Greensboro NC 04/2024 Present
  • 07/2018 → 06/2019
    Edward Jones Investments
    Greensboro, NC
  • 12/2014 → 07/2018
    Genworth Financial
    Lynchburg, VA
  • 11/2019 → 04/2021
    Dmj Wealth Advisors, Llc
    Greensboro, NC
  • 06/2019 → 04/2021
    Dmj Wealth Advisors, Llc
    Greensboro, NC
  • 05/2021 → 12/2021
    Beacon Pointe Advisors, Llc
    Greensboro, NC
  • 01/2022 → 04/2024
    Fund Direct Advisors Inc.
    Greensboro, NC
  • 04/2023 → 04/2024
    Integrated Tax Solutions
    Greensboro, NC
  • 04/2024 → Present
    Smith Salley Wealth Management
    Greensboro, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-21
  • S66 Uniform Combined State Law Examination
    2018-09-21
Designations
Other Names
  • Benjamin Gordon Bailey
  • Benjamin Bailey
  • Ben Bailey

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BY DESIGN FINANCIAL PLANNING
AMERITAS ADVISORY SERVICES, LLC
SMITH PARTNERS WEALTH MANAGEMENT, LLC
CREDIT UNION INVESTMENT SERVICES

Other Investors

Bradley Donald Ross
Douglas Kenely
Ashley Cook
KEVIN BLAKE GUNTER
Jeffrey David Bercaw
John B Bailey
RANDAL LYNN SIPKEMA
PHILLIP PATRICK SIELATYCKI

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

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