Jody Lynn Beene Smith

Current Employers

Employment History

• 08/2012 → 04/2017
  Pnc Investments
  Pinehurst, NC
• 04/2017 → 07/2022
  First Allied Securities
  San Diego, CA
• 11/2020 → 07/2022
  First Allied Advisory Services
  Schaumburg, IL
• 04/2019 → 11/2020
  First Allied Advisory Services, Inc.
  San Diego, CA
• 08/2022 → 01/2026
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 07/2022 → 01/2026
  Ia Network, Llc D/B/A Stockham Financial
  Pinehurst, NC
• 04/2026 → Present
  Anchor Point Financial Planning Llc,
  West End, NC

Previous Registrations

• 2022-07-28 → 2026-01-30
  Ia Network, Llc
  Charlotte, NC
  Pinehurst, NC
• 2020-11-12 → 2022-07-28
  Cetera Investment Advisers Llc
  Pinehurst, NC
• 2019-04-23 → 2020-11-12
  First Allied Advisory Services, Inc.
  Pinehurst, NC
• 2012-12-03 → 2017-04-28
  Pnc Wealth Management Llc
  Pinehurst, NC
  Southern Pines, NC
  Pinehurst, NC
  Charlotte, NC
• 2009-06-26 → 2010-12-08
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
  Southern Pines, NC
  Sanford, NC
  Raleigh, NC

Other Businesses

Jody Beene Smith is currently a licensed insurance agent, however, he does not actively sell any insurance products. Jody Beene Smith will not sell any insurance products to clients or prospective clients of Anchor Point.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-11-05
• S65 Uniform Investment Adviser Law Examination
  2009-06-12

Designations

Other Names

• Jody Beene
• Jody Lynn Beene
• Jody B. Smith
• Jody L Beene Smith
• Jody Lynn Beene Smith