Brian Charles Smalley is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with TRITON WEALTH MANAGEMENT, PLLC, UNIVERSAL WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| UNIVERSAL WEALTH MANAGEMENT LLC | 2024-11-26 | present | Yes |
| TRITON WEALTH MANAGEMENT, PLLC | 2019-01-17 | present | Yes |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 2016-10-18 | 2019-01-31 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2013-02-05 | 2016-10-10 | — |
| EDWARD D. JONES & CO., L.P. | 2008-10-28 | 2012-02-08 | — |