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Inactive

Robroy Edward Wiley

Smartplan Investing

Juno Beach, FL

Atlanta, GA

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Current Employers
Smartplan Investing

14255 Us Highway 1 Suite 240, Juno Beach, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2013-07-01
  • GA RA
    APPROVED
    Since 2013-07-01

Branch Locations

14255 Us Highway 1 Suite 240, Juno Beach, FL 33408 • United States

Atlanta, GA • 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
Smartplan Investing Jupiter FL 07/2011 Present
Smartplan Investing Atlanta GA 05/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-17
  • S65 Uniform Investment Adviser Law Examination
    2013-02-17

View on SEC IAPD

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Other Investors

Jennifer Marie Foster
JOSHUA BENNETT HELMAN
ROY EDWARD WILEY
Mitch Frownfelter
BERTON ROBERT BROWN
TYLER STEVEN WRIGHT
John Wesley Ainlay
RICHARD ROBERT BLUMENFELD

Other Offices

EDWARD JONES · Juno Beach, FL
CREATIVEONE WEALTH, LLC · JUNO BEACH, FL
STILLWATER WEALTH MANAGEMENT GROUP LLC · JUNO BEACH, FL
CETERA INVESTMENT ADVISERS LLC · JUNO BEACH, FL
OSAIC WEALTH, INC. · JUNO BEACH, FL
EDWARD JONES · NORTH PALM BEACH, FL
FEFA FINANCIAL · North Palm Beach, FL
COMMONWEALTH FINANCIAL NETWORK · Jupiter, FL

More in Juno Beach, FL

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