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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-22 |
Branch Locations
20 Market Street Suite 106, St. Simons Island, GA 31522 • United States
858 Camp Street, New Orleans, LA 70130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Kennesaw | GA | 07/2016 | 06/2019 |
| Oneamerica Securities, Inc. | Kennesaw | GA | 12/2016 | 06/2019 |
| Oneatlanta Wealth Advisors | Kennesaw | GA | 09/2016 | 06/2019 |
| Mml Investors Services, Llc | Atlanta | GA | 07/2019 | 10/2024 |
| Mass Mutual Life Insurance Co | Atlanta | GA | 06/2019 | 10/2024 |
| Newedge Advisors, Llc. | New Orleans | LA | 10/2024 | Present |
1. Mr. Smith conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Streamline Wealth. Mr. Smith is an investment advisor representative and devotes 160 hours per month to this activity during trading hours. 2. Mr. Smith is a licensed Insurance Agent. He may offer insurance products and receive normal and customary fees as a result of insurance sales. A conflict of interest may arise as these insurance sales may create an incentive to recommend products based on the compensation, he and/or our supervised persons may earn.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-07 |
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