# ZACHARY CRAIG SMITH

ZACHARY CRAIG SMITH is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with CREATIVE PLANNING, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2026-04-30 | present | Yes |
| [CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC](https://search.stillhousedata.com/firm/126777) | 2018-10-30 | 2026-04-27 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2015-12-18 | 2018-10-12 | — |
| [CETERA WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/13572) | 2014-09-02 | 2015-09-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6126796)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6126796.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.