# KARI J SMITH

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WCG WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/173194) | 2026-02-26 | present | Yes |
| [WCG WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/173194) | 2024-05-31 | 2024-09-17 | — |
| [CUNNINGHAM WEALTH MANAGEMENT, L.L.C.](https://search.stillhousedata.com/firm/177512) | 2015-08-07 | 2019-02-01 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2013-12-04 | 2015-08-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2296080)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2296080.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.