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Barry Carl Smith

Element Wealth, LLC

Ridgeland, MS

CRD 861681

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Employer firm

Element Wealth, LLC CRD 114968

$744M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • INSURANCE

From the firm’s Form ADV. Read the guides:

Current Employers
Element Wealth, Llc

800 Woodlands Pky Suite 201, Ridgeland, MS 39157 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2012-10-22
TX RA APPROVED_RES 2006-08-22
  • LA RA
    APPROVED
    Since 2012-10-22
  • TX RA
    APPROVED_RES
    Since 2006-08-22

Branch Locations

800 Woodlands Parkway Suite 201, Ridgeland, MS 39157 • 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
Woodridge Capital Portfolio Mgt Ridgeland MS 01/1998 Present
  • 01/1998 → Present
    Woodridge Capital Portfolio Mgt
    Ridgeland, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-30
S63 Uniform Securities Agent State Law Examination 1989-04-01
  • S65 Uniform Investment Adviser Law Examination
    2006-11-30
  • S63 Uniform Securities Agent State Law Examination
    1989-04-01

View on SEC IAPD

Nearby Firms

SMITH SHELLNUT WILSON
PARK AVENUE SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC

Nearby Investors

WILLIAM CHADWICK MCKEITHEN
Kevin Patrick Fitzsimmons
BELINDA ANN FIELDS

Nearby Offices

SMITH SHELLNUT WILSON · RIDGELAND, MS
PARK AVENUE SECURITIES LLC · RIDGELAND, MS
FOCUS PARTNERS WEALTH, LLC · RIDGELAND, MS

More in Ridgeland, MS

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