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Overview

Services

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Funds

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Qualifications

Experience

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Employer Years Dates
Olympia Ridge, LLC 5 months, 2 weeks Jan 2018 - Present
Lifecycle Financial Planners Inc. 5 months, 2 weeks Jan 2018 - Present
NA 1 year, 8 months May 2016 - Jan 2018
Olympia Ridge, LLC 2 years, 2 months Apr 2016 - Present
Cygnet Financial Planning 1 year, 2 months Nov 2014 - Jan 2016
Triad Advisors, Inc. 1 year, 3 months Oct 2014 - Jan 2016
Cambridge Connection 11 months Oct 2013 - Sep 2014
Dtg Operations 9 years, 11 months Sep 2003 - Aug 2013
Are You
Scott Culver Smith Mr?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 24, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Apr 24, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

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