KEVIN WALLACE SMITH is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with WEALTHSPIRE ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 2021-01-04 | present | Yes |
| WEALTHSPIRE ADVISORS | 2018-05-21 | 2020-12-31 | — |
| PAGNATOKARP PARTNERS, LLC | 2016-09-02 | 2018-05-17 | — |
| CONVERGENT WEALTH ADVISORS, LLC | 2009-10-07 | 2016-08-29 | — |
| ROYAL OAK CAPITAL MANAGEMENT, LLC | 2009-03-09 | 2009-10-22 | — |