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BS

Barry G. Smith

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CRD#: 1271355
BS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Barry Gay Smith, who also goes by Barry G Smith, was a registered financial professional .

Barry is a previously registered financial professional and started their career in finance in 1991. Barry had worked at 4 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Barry G Smith

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 11, 2006 - January 2, 2014

FIRST SOUTHWEST COMPANY, LLC

BD
CRD#: 316
FORT WORTH, TX
Past

March 26, 2003 - December 11, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
FORT WORTH, TX
Past

January 21, 2003 - December 11, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
FORT WORTH, TX
Past

September 30, 1994 - January 22, 2003

HOWARD WEIL INCORPORATED

RIA
CRD#: 30958
FT WORTH, TX
Past

September 29, 1994 - January 22, 2003

HOWARD WEIL INCORPORATED

BD
CRD#: 30958
NEW ORLEANS, LA
Past

November 20, 1991 - December 18, 1992

THE TRADING DESK, INC.

BD
CRD#: 22908

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/15/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


FS
FIRST SOUTHWEST COMPANY, LLC
FIRST SOUTHWEST COMPANY | FIRST SOUTHWEST COMPANY, LLC

CRD#: 316 / SEC#: , 8-1523

BD
Terminated by SEC on 11/08/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 12/31/2014
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FIRST SOUTHWEST HOLDINGS, L.L.C.SHAREHOLDER
COMMONS, DAVID ALANCEO, CCO, CFO4614412
EDGE, JOSEPH MICHAELDIRECTOR4326551
LEVENTHAL, LAURADIRECTOR1175259

Disclosures


Regulatory Event16
Arbitration5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRST SOUTHWEST COMPANY, LLC

CRD#: 316

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