Kevin Scott Smith

Current Employers

Employment History

• 01/2001 → Present
  Morrison, Fuson, Smith & White Benefits, Inc.
  Dickson, TN
• 11/2002 → Present
  Benefits, Inc
  Dickson, TN
• 08/2014 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1)NAME OF BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE:82014 APX # OF HRS PER WEEK: 10 APX # OF HRS DURING TRADING HRS: 10 POSITION: INSURANCE AGENT BRIEF DESCRIPTION: SELLS LIFE, HEALTH, DISABILITIES, ANNUITIES AND LONG TERM CARE 2)NAME OF BUSINESS: INNOVATIVE BENEFITS GROUP, LLC INVESTMENT RELATED: NO ADDRESS: 110 MATHIS DRIVE, SUITE 106, DICKSON, TN 37055 NATURE OF BUSINESS: GROUP HEALTH INSURANCE AND ANCILLARY PRODUCTS START DATE: 06/2003 APX # OF HRS PER WEEK: 3 APX # OF HRS DURING TRADING HRS: 3 BRIEF DESCRIPTION: MANAGEMENT OF COMPANY 3)NAME OF BUSINESS: BENEFITS, INC. INVESTMENT RELATED: NO ADDRESS: 110 MATHIS DRIVE, SUITE 106, DICKSON, TN 37055 NATURE OF BUSINESS: EMPLOYEE BENEFITS START DATE: 11/2002 APX # OF HRS PER WEEK: 30 APX # OF HRS DURING TRADING HOURS: 30 BRIEF DESCRIPTION: PRESIDENT, OFFERS GROUP AND INDIVIDUAL HEALTH, AND OTHER ANCILLARY HEALTH INSURANCE PRODUCTS 4)NAME OF BUSINESS: MORRISON, FUSON, SMITH AND WHITE BENEFITS, INC. INVESTMENT RELATED: ADDRESS: 110 MATHIS DRIVE, SUITE 106, DICKSON, TN 37055 NATURE OF BUSINESS: EMPLOYEE BENEFITS START DATE: 01/2001 APX # OF HRS PER WEEK: MINIMAL APX # OF HRS DURING TRADING HRS: MINIMAL BRIEF DESCRIPTION: PRESIDENT, OFFERS GROUP AND INDIVIDUAL HEALTH, AND OTHER ANCILLARY HEALTH INSURANCE PRODUCTS 5)NAME OF BUSINESS: TRISTAR BANK INVESTMENT RELATED: NO ADDRESS: 719 E. COLLEGE STREET, DICKSON, TN 37055 NATURE OF BUSINESS: BANK START DATE: 04/2011 APX # OF HRS PER WEEK: MINIMAL APX # OF HRS DURING TRADING HRS: 0 BRIEF DESCRIPTION: MINIMAL OWNERSHIP, OUTSIDE BOARD OF DIRECTOR POSITION 6) NAME OF BUSINESS: WEISS, SMITH & WHITE, GP INVESTMENT RELATED: NO ADDRESS: 110 MATHIS DRIVE, SUITE 106, DICKSON, TN 37055 NATURE OF BUSINESS: START DATE: 03/2006 APX # OF HRS PER WEEK: 2 APX # OF HRS DURING TRADING HRS: 0 BRIEF DESCRIPTION: COMMERCIAL REAL ESTATE RENTAL AND MAINTENANCE ; 7) NAME OF BUSINESS: JACK B. TURNER AND ASSOCIATES, INC.; INVESTMENT RELATED: YES; SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 3/2021; POSITION: FINANCIAL PROFESSIONAL; APX # OF HRS PER WEEK: 40; APX # OF HRS DURING TRADING HRS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 8)NAME OF BUSINESS: JACK B TURNER & ASSOCIATES. INC INVESTMENT RELATED: NO SAME AS REGISTERED LOCATION, START DATE: 01/2021 ; POSITION: OWNER / PRESIDENT / AGENT ; APX # OF HOURS PER WEEK: 30 ; APX # OF HOURS DURING TRADING HOURS: 30 ; BRIEF DESCRIPTION: RESPONSIBLE FOR DAY TO DAY OPERATIONS ; 9) GOODLARK EDUCATIONAL FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 445 HWY 46 S, SUITE 29, BOX 213, DICKSON, TN 37055; NATURE OF BUSINESS: BOARD; START: 6/2023; TITLE: DIRECTOR; APX # OF HRS/WK & DUR TRD HRS: VARIES; DUTIES: DETERMINE WHO RECEIVES FUNDING BASED ON SELECTION CRITERIA ESTABLISHED BY THE FOUNDATION; 10) NAME OF OTHER BUSINESS: DICKSON COUNTY CHAMBER OF COMMERCE, INVESTMENT RELATED: NO, ADDRESS: 205 S. MAIN STREET, DICKSON, TN 37055, NATURE OF BUSINESS: NON-PROFIT, START: 07/2024, TITLE: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK:1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS MONTHLY.; 11) NAME OF OTHER BUSINESS: KMTJ PROPERTIES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: COMMERCIAL LOT; START: 6/2025; TITLE: PARTNER; APX # OF HRS/WK: 1; APX # OF HRS DUR TRAD HRS: 0; DUTIES: ONE OF 4 PARTNERS WHO ARE PURCHASING A COMMERCIAL LOT;

Exams

• S66 Uniform Combined State Law Examination
  2020-10-05
• S63 Uniform Securities Agent State Law Examination
  2015-01-24