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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-01-18 |
| TX | RA | APPROVED_RES | 2022-01-18 |
Branch Locations
5650 Whitesville Road Suite 206, Columbus, GA 31904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Atlanta | GA | 01/2013 | 01/2022 |
| Raymond James Financial Services, Inc | Columbus | GA | 01/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Columbus | GA | 01/2022 | Present |
| Southeast Private Wealth, Llc | Columbus | GA | 01/2022 | Present |
| Southeast Private Wealth | Columbus | GA | 01/2022 | Present |
(1)Name of Business: Smith & Associates Private Wealth LLC Address: 1 Bradley Park Ct Ste C, Columbus, GA, 31904-9208, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/02/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner/president
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-18 |
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