# Gregory James Smith

Gregory James Smith is an investment adviser representative (IAR) with state registration records since 2006, appearing at 3 firms. Currently registered with IPI WEALTH MANAGEMENT, INC..

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [IPI WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/111872) | 2019-03-26 | present | Yes |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2017-11-01 | 2019-03-28 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2006-09-08 | 2017-11-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1731327)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1731327.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.