Erin Smith

Current Employers

Employment History

• 08/2023 → Present
  Maugel & Purcell Financial Solutions
  Austin, TX
• 04/2019 → 07/2023
  Self Employed
  Austin, TX
• 06/2013 → 04/2019
  Boston Retail Partners
  Boston, MA
• 04/2019 → 12/2022
  Smith Sustainability
  Austin, TX
• 10/2023 → Present
  Patriot Performance Management Group Llc
  Carrollton, TX
• 07/2023 → 12/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 12/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2024 → Present
  Purcell Financial Solutions Group
  Austin, TX

Other Businesses

1. NAME OF OTHER BUSINESS: PATRIOT PERFORMANCE MANAGEMENT GROUP LLC; INVESTMENT RELATED: NO; ADDRESS: CARROLLTON, TX 75006; NATURE OF BUSINESS: FAMILY BUSINESS SELLING OIL FILTRATION SYSTEMS AND GREASE PRODUCTS; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ASSISTING WITH ADMIN AND BOOKKEEPING ACTIVITIES; 2. NAME OF OTHER BUSINESS: MAUGEL & PURCELL FINANCIAL SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: RELATIONSHIP MANAGER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATOR; 3. NAME OF OTHER BUSINESS: PURCELL FINANCIAL SOLUTIONS GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: AUSTIN WOMEN'S TOASTMASTERS CLUB; INVESTMENT RELATED: NO; ADDRESS: AUSTIN, TX 78704; NATURE OF BUSINESS: BOARD; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: VP OF EDUCATION; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SCHEDULE CLUB MEMBERS' SPEECHES, VERIFY COMPLETION OF PROJECTS, AND SERVE AS RESOURCE FOR QUESTIONS ABOUT TOASTMASTERS PATHWAYS LEARNING EXPERIENCE, SPEECH CONTESTS, AND CLUB MENTOR PROGRAM;

Exams

• S66 Uniform Combined State Law Examination
  2024-03-25

Designations