KEVIN JAMES SMITH is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with DISCIPLINE WEALTH SOLUTIONS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| DISCIPLINE WEALTH SOLUTIONS, INC. | 2026-01-23 | present | Yes |
| OSAIC WEALTH, INC. | 2024-06-14 | 2026-01-27 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2018-03-01 | 2024-06-14 | — |
| EQUITABLE ADVISORS, LLC | 2011-06-30 | 2015-01-15 | — |
| UBS FINANCIAL SERVICES INC. | 2008-09-05 | 2010-03-12 | — |