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511 University Dr. E Suite 210, College Station, TX 77840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-23 |
| TX | RA | APPROVED | 2026-02-23 |
| FL | RA | APPROVED | 2025-05-01 |
| IL | RA | APPROVED | 2024-02-06 |
Branch Locations
655 Metro Place South, Suite 100, Dublin, OH 43017 • United States
511 University Dr. E Suite 210, College Station, TX 77840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jmg Financial Group, Ltd. | Downers Grove | IL | 05/2022 | 12/2022 |
| Bankfinancial, N.A. | Downers Grove | IL | 05/2020 | 04/2022 |
| Portnoff Law Associates | King Of Prussia | PA | 02/2019 | 04/2020 |
| Waystone Legal & Financial Advisory | Philadelphia | PA | 01/2018 | 04/2020 |
| Unemployed | Philedelphia | PA | 09/2017 | 12/2017 |
| Teeters Harvey Marrone & Kaier | Philadelphia | PA | 08/2015 | 08/2017 |
| Jmg Financial Group, Ltd. | Downers Grove | IL | 01/2023 | 10/2023 |
| L & W Financial Llc | Bryan | TX | 11/2023 | Present |
| Dugan Brown | Dublin | OH | 01/2024 | Present |
Nick Smith is a licensed insurance agent in Bolingbrook, IL, selling life & health insurance. Not investment related. This takes about 20% of his time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-08 |
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