Contey F. Smith
Professional summary
Contey Fulinia Smith, CFP®, who also goes by Contey F Williams, Contey Fulinia Williams, is a registered financial advisor currently at ORIGIN INVESTMENT ADVISORY LLC located in Buford, Georgia and MOTUS WEALTH located in Atlanta, Georgia.
Contey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Contey has worked at 4 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Contey Fulinia Smith's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
January 7, 2022 - Present
ORIGIN INVESTMENT ADVISORY LLC
February 7, 2022 - Present
MOTUS WEALTH
Office #1: 3355 Lenox Road Ne Suite #750, Atlanta, GA 30326August 19, 2021 - December 17, 2021
ELWOOD & GOETZ
July 10, 2019 - June 17, 2020
TRUEWEALTH MANAGEMENT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/14/2023)
(1/7/2022)
(4/7/2022)
Exams
Current Firm
MOTUS WEALTH
CRD#: 317889 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 131 |
| AUM (Assets Under Management) | $ 13,367,164 |
Red Flags
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