DANTE ANTHONY SMITH is an investment adviser representative (IAR) with state registration records since 2017, appearing at 6 firms. Currently registered with WEALTHPLAN INVESTMENT MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHPLAN INVESTMENT MANAGEMENT LLC | 2025-05-14 | present | Yes |
| TRIAD WEALTH PARTNERS, LLC | 2024-07-12 | 2025-04-23 | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 2024-01-05 | 2024-03-25 | — |
| WEALTHSOURCE® | 2019-07-18 | 2024-04-04 | — |
| AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC | 2017-02-13 | 2020-04-06 | — |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2017-01-12 | 2017-01-19 | — |