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Wendy Claire Dudley

Smartpath Advisors

Atlanta, GA

Littleton, CO

CRD 7899277

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Employer firm

Smartpath Advisors CRD 304563

369 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Smartpath Advisors

Atlanta, GA • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-04-01
  • CO RA
    APPROVED
    Since 2026-04-01

Branch Locations

Atlanta, GA • United States

Littleton, CO • 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
Wells Fargo Bank Denver CO 12/2011 07/2017
Wells Fargo Equipment Finance Denver CO 07/2017 06/2021
L2 Brands Hanover PA 10/2022 03/2024
Falcon Wealth Planning Ontario CA 03/2024 12/2024
Falcon Wealth Planning, Inc. Ontario CA 03/2024 12/2024
N/A Denver CO 06/2021 10/2022
Wealthcare Coaching Littleton CO 01/2025 03/2026
Smartpath Advisors, Llc Atlanta GA 03/2026 Present
  • 12/2011 → 07/2017
    Wells Fargo Bank
    Denver, CO
  • 07/2017 → 06/2021
    Wells Fargo Equipment Finance
    Denver, CO
  • 10/2022 → 03/2024
    L2 Brands
    Hanover, PA
  • 03/2024 → 12/2024
    Falcon Wealth Planning
    Ontario, CA
  • 03/2024 → 12/2024
    Falcon Wealth Planning, Inc.
    Ontario, CA
  • 06/2021 → 10/2022
    N/A
    Denver, CO
  • 01/2025 → 03/2026
    Wealthcare Coaching
    Littleton, CO
  • 03/2026 → Present
    Smartpath Advisors, Llc
    Atlanta, GA
Previous Registrations
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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