Adam Smith is an investment adviser representative (IAR) with state registration records since 2002, appearing at 14 firms. Currently registered with WATERSHIP PRIVATE CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WATERSHIP PRIVATE CAPITAL MANAGEMENT, LLC | 2025-04-11 | present | Yes |
| ADVISOR SHARE WEALTH MANAGEMENT, LLC | 2023-08-25 | 2025-01-06 | — |
| CAITLIN JOHN, LLC | 2023-04-28 | 2023-08-30 | — |
| IMPACT PARTNERSHIP WEALTH, LLC | 2022-02-22 | 2022-06-10 | — |
| BLACKRIDGE ASSET MANAGEMENT, LLC | 2021-05-10 | 2022-01-24 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2020-07-17 | 2021-04-23 | — |
| INVESTACORP ADVISORY SERVICES INC | 2019-09-20 | 2020-07-17 | — |
| SB ADVISORY, LLC | 2016-04-18 | 2019-09-21 | — |
| SUMMIT FINANCIAL GROUP INC | 2014-08-29 | 2016-03-22 | — |
| LPL FINANCIAL LLC | 2006-07-10 | 2014-09-08 | — |
| MORGAN KEEGAN & COMPANY, LLC | 2004-01-09 | 2006-07-20 | — |
| J. B. HANAUER & CO. | 2003-06-10 | 2004-01-20 | — |
| WELLS FARGO INVESTMENTS, LLC | 2002-11-08 | 2003-05-29 | — |
| NATCITY INVESTMENTS, INC. | 2002-07-30 | 2002-10-24 | — |