# Adam Smith

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.

## Registration history (14)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WATERSHIP PRIVATE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/334791) | 2025-04-11 | present | Yes |
| [ADVISOR SHARE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/307997) | 2023-08-25 | 2025-01-06 | — |
| [CAITLIN JOHN, LLC](https://search.stillhousedata.com/firm/154494) | 2023-04-28 | 2023-08-30 | — |
| [IMPACT PARTNERSHIP WEALTH, LLC](https://search.stillhousedata.com/firm/313928) | 2022-02-22 | 2022-06-10 | — |
| [BLACKRIDGE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/277085) | 2021-05-10 | 2022-01-24 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2020-07-17 | 2021-04-23 | — |
| [INVESTACORP ADVISORY SERVICES INC](https://search.stillhousedata.com/firm/109011) | 2019-09-20 | 2020-07-17 | — |
| [SB ADVISORY, LLC](https://search.stillhousedata.com/firm/154680) | 2016-04-18 | 2019-09-21 | — |
| [SUMMIT FINANCIAL GROUP INC](https://search.stillhousedata.com/firm/109485) | 2014-08-29 | 2016-03-22 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2006-07-10 | 2014-09-08 | — |
| [MORGAN KEEGAN & COMPANY, LLC](https://search.stillhousedata.com/firm/4161) | 2004-01-09 | 2006-07-20 | — |
| [J. B. HANAUER & CO.](https://search.stillhousedata.com/firm/6958) | 2003-06-10 | 2004-01-20 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2002-11-08 | 2003-05-29 | — |
| [NATCITY INVESTMENTS, INC.](https://search.stillhousedata.com/firm/17490) | 2002-07-30 | 2002-10-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4123078)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4123078.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.