Jeremy M. Smith
Professional summary
Jeremy M Smith is a registered financial professional currently at STILLPOINT CAPITAL, LLC located in Tampa, Florida.
Jeremy is registered as a RR (Registered Representative) and started their career in finance in 2016. Jeremy has worked at 3 firms and has passed the Series 63, Series 79TO, Series 82TO, SIE, Series 86, Series 87 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeremy M Smith's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 8, 2023 - Present
STILLPOINT CAPITAL, LLC
Office #1: 4830 West Kennedy Blvd Suite 600, Tampa, FL 33609September 2, 2020 - September 22, 2021
FINALIS SECURITIES LLC
July 19, 2016 - December 19, 2018
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/3/2023)
Exams
Series 79TO
Date: 1/6/2024
Investment Banking Registered Representative ExaminationSeries 82TO
Date: 9/8/2023
Limited Representative-Private Securities OfferingsFINRA
Current Firm
STILLPOINT CAPITAL, LLC
CRD#: 133146 / SEC#: , 8-66688
Contact information
FINRA licenses (52 States and Territories)
Red Flags
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Company Information
STILLPOINT CAPITAL, LLC
CRD#: 133146Tampa, FL 33609TRUST BUT VERIFY
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