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Gary Lee Smith

Millenia Financial Partners, LLC

Sarasota, FL

Basking Ridge, NJ

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Current Employers
Millenia Financial Partners, Llc

Sarasota, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-23
NJ RA APPROVED 2026-03-23
TX RA APPROVED_RES 2024-02-27
NY RA APPROVED 2021-10-13
  • FL RA
    APPROVED
    Since 2026-03-23
  • NJ RA
    APPROVED
    Since 2026-03-23
  • TX RA
    APPROVED_RES
    Since 2024-02-27
  • NY RA
    APPROVED
    Since 2021-10-13

Branch Locations

Sarasota, FL • United States

Basking Ridge, NJ • 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
Millenia Financial Partners, Llc Sarasota FL 07/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-24
S63 Uniform Securities Agent State Law Examination 1996-05-29
  • S65 Uniform Investment Adviser Law Examination
    1997-01-24
  • S63 Uniform Securities Agent State Law Examination
    1996-05-29

View on SEC IAPD

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