JODY LYNN BEENE SMITH is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with ANCHOR POINT FINANCIAL PLANNING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ANCHOR POINT FINANCIAL PLANNING LLC | 2026-06-29 | present | Yes |
| IA NETWORK, LLC | 2022-07-28 | 2026-01-30 | — |
| CETERA INVESTMENT ADVISERS LLC | 2020-11-12 | 2022-07-28 | — |
| FIRST ALLIED ADVISORY SERVICES, INC. | 2019-04-23 | 2020-11-12 | — |
| PNC WEALTH MANAGEMENT | 2012-12-03 | 2017-04-28 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2009-06-26 | 2010-12-08 | — |