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Cheryl Leigh Smith

D.H. Hill Advisors, Inc.

Kingwood, TX

Tyler, TX

CRD 3109981

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Employer firm

D.h. Hill Advisors, Inc. CRD 116324

$226M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
D.H. Hill Advisors, Inc.

1543 Green Oak Place Suite 200, Kingwood, TX 77339 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-10-14
  • TX RA
    APPROVED
    Since 2022-10-14

Branch Locations

1543 Green Oak Place Suite 200, Kingwood, TX 77339 • United States

6713 Old Jacksonville Hwy, Tyler, TX 75703 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Vp Management Corp Tyler TX 05/2008 02/2018
State Farm Insurance Tyler TX 05/2008 02/2018
Allstate Insurance Company Flint MI 03/2018 12/2018
Cheryl L Smith Llc Flint MI 03/2018 03/2019
American United Life Dallas TX 01/2019 12/2019
Oneamerica Securities Dallas TX 03/2019 12/2019
Dempsey Lord Smith, Llc Rome GA 12/2019 08/2020
Aewealth Management, Llc Topeka KS 04/2020 10/2022
Texas Financial And Retirement Tyler TX 06/2019 Present
Madison Avenue Securities, Llc San Diego CA 11/2020 10/2022
D.H. Hill Securities, Lllp Kingwood TX 10/2022 Present
D.H. Hill Advisors, Inc. Kingwood TX 10/2022 Present
  • 05/2008 → 02/2018
    State Farm Vp Management Corp
    Tyler, TX
  • 05/2008 → 02/2018
    State Farm Insurance
    Tyler, TX
  • 03/2018 → 12/2018
    Allstate Insurance Company
    Flint, MI
  • 03/2018 → 03/2019
    Cheryl L Smith Llc
    Flint, MI
  • 01/2019 → 12/2019
    American United Life
    Dallas, TX
  • 03/2019 → 12/2019
    Oneamerica Securities
    Dallas, TX
  • 12/2019 → 08/2020
    Dempsey Lord Smith, Llc
    Rome, GA
  • 04/2020 → 10/2022
    Aewealth Management, Llc
    Topeka, KS
  • 06/2019 → Present
    Texas Financial And Retirement
    Tyler, TX
  • 11/2020 → 10/2022
    Madison Avenue Securities, Llc
    San Diego, CA
  • 10/2022 → Present
    D.H. Hill Securities, Lllp
    Kingwood, TX
  • 10/2022 → Present
    Kingwood, TX
Previous Registrations
Other Businesses

Texas Financial and Retirement; YES INVESTMENT RELATED; 2405 Oak Alley Tyler, TX 75703 ; INSURANCE SALES; Analyst Relationship Director; START DATE 06/2019; APPROX  160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. Rental houses; 4 home two in Abilene and one in Gainesville and one in Foxmoor; Third party management by Gerard Realty; Not investment related; Began working with TPA in 07/1998; No hours worked on maintaining the rental homes;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-21
S63 Uniform Securities Agent State Law Examination 1998-10-05
  • S65 Uniform Investment Adviser Law Examination
    1998-10-21
  • S63 Uniform Securities Agent State Law Examination
    1998-10-05
Other Names
  • Cheryl Leigh Kinard
  • Cheryl Leigh Griggs

View on SEC IAPD

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