Michael Rich Smith is an investment adviser representative (IAR) with state registration records since 2024, appearing at 5 firms. Currently registered with THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 2026-06-04 | present | Yes |
| LPL ENTERPRISE, LLC | 2025-11-14 | 2026-05-19 | — |
| J.P. MORGAN SECURITIES LLC | 2025-07-10 | 2025-10-22 | — |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-06-06 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-11-13 | 2025-03-31 | — |