• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
RYAN DAVIDSON MCPHERSON
RYAN D MCPHERSON
CRD#: 5007803
IA
Investment Adviser
B
Previous Broker
SMARTPATH ADVISORSCRD#: 304563 3820 PEACHTREE RD
STE 700
ATLANTA, GA 30305
Registration History
20082010201220142016201820202022202420262 FIRMS2007 - 2009 (1 year)2 FIRMS2009 - 2012 (2 years)2 FIRMS2015 - 2017 (2 years)IASMARTPATH ADVISORS (CRD# 304563)2019 - Present (5 years)IAINTELLIGENT WORTH (CRD# 289187)2017 - Present (7 years)
License(s)

State Registrations

IA
Georgia 7/26/2017

IA
Texas 1/4/2021

Current Registration(s)
IA
SMARTPATH ADVISORS (CRD#:304563)
3820 PEACHTREE RD STE 700, ATLANTA, GA 30305
Registered with this firm since 8/16/2019

IA
INTELLIGENT WORTH (CRD#:289187)
ATLANTA, GA
Registered with this firm since 7/26/2017

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
06/23/2015 - 06/13/2017 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) ATLANTA, GA
B
05/01/2015 - 06/13/2017 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) ATLANTA, GA
IA
06/01/2009 - 01/13/2012 MORGAN STANLEY SMITH BARNEY LLC (CRD#:149777) ATLANTA, GA
B
06/01/2009 - 01/13/2012 MORGAN STANLEY SMITH BARNEY (CRD#:149777) ATLANTA, GA
IA
07/25/2007 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) ATLANTA, GA
B
07/04/2007 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) ATLANTA, GA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.