ALAN M SMITH is an investment adviser representative (IAR) with state registration records since 2014, appearing at 2 firms. Currently registered with BUSINESS OWNER STRATEGIES, INC., TRINITY WEALTH ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TRINITY WEALTH ADVISORS LLC | 2020-12-23 | present | Yes |
| BUSINESS OWNER STRATEGIES, INC. | 2014-07-31 | present | Yes |