ROBERT D SMITH is an investment adviser representative (IAR) with state registration records since 2011, appearing at 6 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2022-02-07 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2016-06-14 | 2022-02-08 | — |
| J.P. MORGAN SECURITIES LLC | 2012-10-01 | 2016-05-24 | — |
| CHASE INVESTMENT SERVICES CORP. | 2011-07-01 | 2012-10-01 | — |
| JACKSON ROSKELLEY WEALTH ADVISORS, INC. | 2011-03-24 | 2011-06-27 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2011-03-16 | 2011-06-15 | — |