David Henry Smith

Current Employers

Employment History

• 07/2006 → Present
  Aero Financial
  Flint, MI
• 07/2006 → Present
  Complete Financial Planning
  Flint, MI
• 05/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2010-10-30 → 2016-05-10
  Transamerica Financial Advisors, Llc
  Montrose, MI
  Montrose, MI
  Flint, MI

Other Businesses

1. COMPLETE WEALTH ADVISORS, 2337 STONEBRIDGE DR, BLDG F, FLINT, MI, 11/1997 AS Independent insurance agent SELLING/SERVICING P&C & LIFE PRODUCTS THROUGH various independent insurance companies. INV REL - 10 HR/MO - 10/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 5/2016 AS ADVISORY REP OF A RIA. INV REL - 30 HR/WK - 6/TRADING. 3. COMPLETE STRATEGIC WEALTH, 2337 STONE BRIDGE DR, BLDG F, FLINT, MI, 3/2016 AS OWNER/PRESIDENT. INV REL - FINANCIAL PROFESSIONAL UTILIZING DBA NAME. 5 HR/MO - 0/TRADING. 4. LAMB OF GOD FELLOWSHIP, 214 N SAGINAW ST, MONTROSE, MI, 11/2019. BOARD MEMBER, ASSIST IN MAKING FINANCIAL AND STRATEGIC DECISIONS FOR THE CHURCH. NIR-4/MO-0/TRADING. 5. GLEANER TRI-COUNTY ARBOR, 8606 GALLANT FOX TR, FLUSHING, MI, BOARD MEMBER OF NON-PUBLIC ENTITY, PRESIDENT, 04/01/20/ NIR, 5/MO- 0/TRADING 6. LAMB OF GOD FELLOWSHIP, 214 N SAGINAW ST, MONTROSE, MI, CARE PASTOR FOR WEDDINGS, NIR, 02/01/16, 5/MO- 0/TRADING 7. FLUSHING RIFLE AND PISTOL CLUB, 165 INDUSTRIAL DR, FLUSHING MI 48433, 01/2024, BOARD MEMBER, NIR, 10 HR/MO - 2 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-26
• S63 Uniform Securities Agent State Law Examination
  2001-06-23

Other Names

• Dave Smith