Bret Douglas Smith

Current Employers

Employment History

• 01/1982 → 08/2023
  Bret D. Smith & Self-Employed (Insurance
  Tampa, FL
• 09/2005 → Present
  Lincoln Investment Planning, Inc
  Lutz, FL
• 01/1986 → Present
  West Coast Financial Group, Inc.
  Lutz, FL

Previous Registrations

• 2005-08-19 → 2005-09-26
  Planmember Securities Corporation
  Lutz, FL

Other Businesses

SECURE AMERICA FIRST, LLC POSITION: 50% Owner NATURE: Firearms Training INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2016 ADDRESS: 19109 Merry Lane, Lutz FL 33548 DESCRIPTION: Teaching Classes for pistol and firearms use EQUISTAR CAPITAL GROUP, LLC POSITION: 100% owner of business - Managing Director NATURE: owns real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/27/2005 ADDRESS: 16241 N. Florida Ave, Lutz FL 33549, United States DESCRIPTION: Business owns office building that we use in our principal financial business (West Coast Financial Group, Inc.) Currently no other real estate is owned by business. WEST COAST FINANCIAL GROUP, INC. POSITION: Co-owner, CEO, Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/14/1986 ADDRESS: 16241 N. Florida Ave, Lutz FL 33549, United States DESCRIPTION: insurance and fixed annuity sales through various companies CREEKSIDE CHURCH POSITION: Finance committee - 1-2 hours per week. non paid position. Deacon, non paid 4-6 hours per month NATURE: church work INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2018 ADDRESS: 311 Newberger, Lutz FL 33549, United States DESCRIPTION: help with financial decisions of the church, review financial statements, assist with reports, accounting, checking, etc. FIXED ANNUITIES AND INSURANCE SALES POSITION: self employed NATURE: insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 02/20/1982 ADDRESS: 16241 N. florida Ave, Lutz FL 33549, United States DESCRIPTION: insurance and fixed annuity sales through various companies 59th Street Capital LLC Position: Owner Nature: Insurance Investment Related: Yes Hours: 5 Securities Trading Hours: 0 Start Date: 1/22/2026 Address: 19109 Merry Lane Lutz, Florida 33548 Description: Administrative operations of the llc

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1995-11-28

Designations