# DANTE ANTHONY SMITH

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTHPLAN INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/311364) | 2025-05-14 | present | Yes |
| [TRIAD WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/326523) | 2024-07-12 | 2025-04-23 | — |
| [ONEDIGITAL INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/106766) | 2024-01-05 | 2024-03-25 | — |
| [WEALTHSOURCE®](https://search.stillhousedata.com/firm/282202) | 2019-07-18 | 2024-04-04 | — |
| [AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/160322) | 2017-02-13 | 2020-04-06 | — |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2017-01-12 | 2017-01-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6332541)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6332541.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.