# CHARLES DONALD SMITH

CHARLES DONALD SMITH is an investment adviser representative (IAR) with state registration records since 1993, appearing at 5 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2022-04-22 | present | Yes |
| [KESTRA ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/283330) | 2017-04-13 | 2022-04-22 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2005-11-25 | 2017-04-24 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2003-04-25 | 2005-11-28 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 1993-03-03 | 2003-04-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1786717)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1786717.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.