Shannen Scott Smith is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2024-07-08 | present | Yes |
| SLOAN INVESTMENT MANAGEMENT, L.L.C. | 2024-05-07 | 2024-07-31 | — |