Ava Louise Smagacz

Current Employers

Employment History

• 05/2022 → 01/2024
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 08/2018 → 05/2022
  University Of South Carolina
  Columbia, SC
• 06/2021 → 08/2021
  Ots Holdings
  Franklin, TN
• 06/2020 → 08/2020
  Crawford & Co
  Peachtree Corners, GA
• 06/2019 → 08/2019
  Sun Tan City
  Franklin, TN
• 01/2012 → 03/2018
  Brentwood Academy
  Brentwood, TN
• 03/2018 → 07/2018
  Sun Tan City
  Franklin, TN
• 05/2022 → Present
  49 Financial
  Charlotte, NC
• 07/2024 → Present
  Oakwood Capital Securities, Inc.
  Minneapolis, MN

Other Businesses

1) 49 Financial / Fixed insurance/ Licensed insurance agent / Non-Investment related / since 6/2022 / 1213 W Morehead St. Suite 508, Charlotte, NC 28208/ 40 hours per month / / Meet with clients, discuss financial goals and needs, and, if applicable, provide fixed insurance services. 2) 49 Wealth Management; Investment Advisor Representative; Investment related; 1213 W Morehead St, Suite 527, Charlotte, NC 28208 since 5/2022; Comprehensive financial planning; gives advice to clients to client on the investment part of the plan; Approximately 40 hours a month specifically utilizing this license. 3) Oakwood Capital Securities; Investment Related; 1213 W Morehead St, Suite 527 Charlotte NC 28208; Registered Representative; Start: 07/2024; 10 hours per month during trading hours. 5 hours per month outside of trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-03
• S63 Uniform Securities Agent State Law Examination
  2022-03-04