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6300 Ridglea Place Suite 508, Fort Worth, TX 76116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-02-23 |
| CO | RA | APPROVED | 2024-01-31 |
| MD | RA | APPROVED | 2023-08-09 |
| TX | RA | APPROVED | 2022-04-13 |
Branch Locations
6300 Ridglea Place Suite 508, Fort Worth, TX 76116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R. W. Smith & Associates, Inc. | Bellevue | WA | 08/2004 | 03/2017 |
| Larimer Capital Corporation | Denver | CO | 06/2017 | 03/2020 |
| Unemployed | Sandy | UT | 04/2017 | 05/2017 |
| Mclaughlin Ryder Investments, Inc. | Alexandria | VA | 03/2020 | 04/2021 |
| Bley Investment Group, Inc. | Fort Worth | TX | 04/2021 | Present |
| Pierce Wealth Partners, Inc. | Fort Worth | TX | 05/2021 | Present |
Pierce Wealth Partners, Inc., established 2021: Owner, President, and CEO, Registered Investment Firm with the State of Texas, Investment related. Time Commitment: 40 hours per month. Licensed Insurance Agent for Life, Accident, Health, and HMO. Investment related. Time Commitment: 8 hours per month. eToro USA Securities, Inc., 221 River Street, 9th Flr., Hoboken, NJ 07030. 2021 NED/Board Member, Investment related. Time Commitment: 12 hours per month. eToro USA LLC, 221 River Street, 9th Floor, Hoboken, NJ 07030; Director/Board Member; Not-investment related; Start date: 03/01/2025; Time commitment: Approx. 5 hours/month and 5 hours during regular market hours. The Pierce Group, LLC, established 2017 (UT): Founder, President and CEO. CEO/Board Consulting firm in Sandy, UT. Non-investment related. Time Commitment: 20 hours per month. Revivea, Los Angeles, CA. Board Member; Not-investment related; independent insurance advisory firm; Start date: 03/01/2025; Time Commitment: Approx. 20 hours/month and 5 hours during regular market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-25 |
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