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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Pocatello | ID | 04/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pocatello | ID | 11/2016 | 01/2021 |
| Wells Fargo Advisors Financial Network, Llc | Pocatello | ID | 01/2021 | 03/2021 |
| Securities America, Inc. | Pocatello | ID | 03/2021 | 06/2024 |
| Arbor Point Advisors | Pocatello | ID | 03/2021 | 11/2024 |
| Osaic Wealth, Inc. | Pocatello | ID | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. DBA - Red Cedar Wealth Advisors 2. BARRY SMITH POSITION: Advisor NATURE: Barry Smith INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/04/2015 ADDRESS: 1414 E. Center St., Pocatello ID 83201 DESCRIPTION: Offering clients term life policies if they are needed. Also discussing annuities when appropriate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-15 |
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