# Cory James Smith

Cory James Smith is an investment adviser representative (IAR) with state registration records since 2013, appearing at 6 firms. Currently registered with DISCRETIONARY INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [DISCRETIONARY INC.](https://search.stillhousedata.com/firm/329342) | 2025-10-03 | present | Yes |
| [CLEAR CREEK FINANCIAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/170602) | 2021-10-04 | 2023-10-20 | — |
| [NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/2881) | 2018-12-19 | 2019-11-07 | — |
| [CETERA ADVISORS LLC](https://search.stillhousedata.com/firm/10299) | 2017-03-13 | 2018-04-25 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2015-08-18 | 2017-03-03 | — |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2013-12-09 | 2015-04-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6253636)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6253636.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.