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Nolensville, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-23 |
| TN | RA | APPROVED | 2020-08-25 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Brentwood | TN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Brentwood | TN | 11/2016 | 08/2020 |
| Smeac Financial, Llc | Nolensville | TN | 02/2020 | Present |
| Smeac Financial, Llc | Nolensville | TN | 08/2020 | Present |
RENTAL PROPERTY; INV RELATED; NASHVILLE, TN; 100% OWNERSHIP WITH SPOUSE; START 2/1/2016; 1 HOUR PER MONTH, 0 DURING TRADING; OWNER, LANDLORD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-08 |
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