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Current Employers
Pierce Wealth Partners, Inc.

6300 Ridglea Place Suite 508, Fort Worth, TX 76116 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-02-23
CO RA APPROVED 2024-01-31
MD RA APPROVED 2023-08-09
TX RA APPROVED 2022-04-13
  • VA RA
    APPROVED
    Since 2024-02-23
  • CO RA
    APPROVED
    Since 2024-01-31
  • MD RA
    APPROVED
    Since 2023-08-09
  • TX RA
    APPROVED
    Since 2022-04-13

Branch Locations

6300 Ridglea Place Suite 508, Fort Worth, TX 76116 • 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
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
  • 08/2004 → 03/2017
    R. W. Smith & Associates, Inc.
    Bellevue, WA
  • 06/2017 → 03/2020
    Larimer Capital Corporation
    Denver, CO
  • 04/2017 → 05/2017
    Unemployed
    Sandy, UT
  • 03/2020 → 04/2021
    Alexandria, VA
  • 04/2021 → Present
    Bley Investment Group, Inc.
    Fort Worth, TX
  • 05/2021 → Present
    Fort Worth, TX
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-25
  • S66 Uniform Combined State Law Examination
    2020-09-25
Other Names
  • Paige Wyman Smith

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