# Joseph Robert Smith

Joseph Robert Smith is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2022-09-25 | present | Yes |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2018-03-08 | 2022-08-12 | — |
| [MCADAM LLC](https://search.stillhousedata.com/firm/170914) | 2018-01-17 | 2018-02-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6844607)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6844607.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.