# KEVIN WALLACE SMITH

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTHSPIRE ADVISORS LLC](https://search.stillhousedata.com/firm/106181) | 2021-01-04 | present | Yes |
| [WEALTHSPIRE ADVISORS](https://search.stillhousedata.com/firm/168095) | 2018-05-21 | 2020-12-31 | — |
| [PAGNATOKARP PARTNERS, LLC](https://search.stillhousedata.com/firm/282298) | 2016-09-02 | 2018-05-17 | — |
| [CONVERGENT WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/143719) | 2009-10-07 | 2016-08-29 | — |
| [ROYAL OAK CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/146528) | 2009-03-09 | 2009-10-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5098185)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5098185.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.