KARI J SMITH is an investment adviser representative (IAR) with state registration records since 2013, appearing at 3 firms. Currently registered with WCG WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WCG WEALTH ADVISORS, LLC | 2026-02-26 | present | Yes |
| WCG WEALTH ADVISORS, LLC | 2024-05-31 | 2024-09-17 | — |
| CUNNINGHAM WEALTH MANAGEMENT, L.L.C. | 2015-08-07 | 2019-02-01 | — |
| PRINCIPAL SECURITIES, INC. | 2013-12-04 | 2015-08-10 | — |