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David Mitchel Smith

Bluechip Wealth Advisors LLC

Milton, GA

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Current Employers
Bluechip Wealth Advisors Llc

12655 Birmingham Hwy Suite 201, Milton, GA 30004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-13
GA RA APPROVED 2019-05-17
  • TX RA
    APPROVED
    Since 2022-12-13
  • GA RA
    APPROVED
    Since 2019-05-17

Branch Locations

12655 Birmingham Hwy Suite 201, Milton, GA 30004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equity Fund Advisors Phoenix AZ 01/2011 12/2018
Cole Capital Corporation Phoenix AZ 01/2011 12/2018
Unemployed Milton GA 12/2018 05/2019
Triad Advisors Norcross GA 05/2019 11/2021
Bluechip Wealth Advisors Llc Milton GA 05/2019 Present
Arkadios Capital Atlanta GA 11/2021 02/2026
  • 01/2011 → 12/2018
    Equity Fund Advisors
    Phoenix, AZ
  • 01/2011 → 12/2018
    Cole Capital Corporation
    Phoenix, AZ
  • 12/2018 → 05/2019
    Unemployed
    Milton, GA
  • 05/2019 → 11/2021
    Triad Advisors
    Norcross, GA
  • 05/2019 → Present
    Bluechip Wealth Advisors Llc
    Milton, GA
  • 11/2021 → 02/2026
    Arkadios Capital
    Atlanta, GA
Other Businesses

Independent Insurance Agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-16
S63 Uniform Securities Agent State Law Examination 2000-12-27
  • S65 Uniform Investment Adviser Law Examination
    2019-04-16
  • S63 Uniform Securities Agent State Law Examination
    2000-12-27
Designations
Other Names
  • David Mitchel Smith
  • Mitch Smith

View on SEC IAPD

Other Firms

BERKELEY CAPITAL PARTNERS, LLC
CETERA INVESTMENT ADVISERS LLC
ARKOS GLOBAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CWM, LLC
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
RICH & COMPANY LLC
EDWARD JONES

Other Investors

KEVIN LAMAR RAINWATER
BEAU HUNTER DAVIS
MARCUS ALAN ASHWORTH
JESSICA RENEE VICKERY
John Cronin
MICHAEL DEWAYNE BROWN
ANTHONY FRANCIS PALAZZO
CHRISTOPHER MARTIN EDDY

Other Offices

BERKELEY CAPITAL PARTNERS, LLC · MILTON, GA
CETERA INVESTMENT ADVISERS LLC · MILTON, GA
ARKOS GLOBAL ADVISORS, LLC · Milton, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Milton, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Milton, GA
CWM, LLC · Milton, GA
CWM, LLC · Milton, GA
JAMISON PRIVATE WEALTH MANAGEMENT, INC. · MILTON, GA

More in Milton, GA

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