Inactive

Contey Fulinia Smith

Origin Investment Advisory LLC

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Current Employers

Motus Wealth

3355 Lenox Road Ne Suite 1000, Atlanta, GA 30326 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-04-14
TX	RA	APPROVED_RES	2022-03-23
GA	RA	APPROVED	2022-02-07

CA RA
APPROVED

Since 2023-04-14
TX RA
APPROVED_RES

Since 2022-03-23
GA RA
APPROVED

Since 2022-02-07

Branch Locations

3355 Lenox Road Ne Suite 1000, Atlanta, GA 30326 • United States

Origin Investment Advisory Llc

Sarasota, FL • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2022-01-07

GA RA
APPROVED

Since 2022-01-07

Branch Locations

Buford, GA • United States

Sarasota, FL • 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

Organization	City	State	From	To
Truewealth	Atlanta	GA	06/2016	06/2020
Elwood & Goetz Wealth Advisory Group	Atlanta	GA	06/2020	12/2021
Motus Wealth, Llc	Atlanta	GA	12/2021	Present
Origin Financial	San Francisco	CA	01/2022	Present

06/2016 → 06/2020

Truewealth

Atlanta, GA
06/2020 → 12/2021

Elwood & Goetz Wealth Advisory Group

Atlanta, GA
12/2021 → Present

Motus Wealth, Llc

Atlanta, GA
01/2022 → Present

Origin Financial

San Francisco, CA

Previous Registrations

2021-08-19 → 2021-12-17

Elwood & Goetz

Athens, GA
2019-07-10 → 2020-06-17

Truewealth Management

Atlanta, GA

Other Businesses

Contey Smith is contracted out as a financial planner for Blend Financial, Inc. dba Origin Financial.

Designations

Other Names

Contey Fulinia Williams
Contey F Williams

View on SEC IAPD

More in Atlanta, GA

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