Homer Scoville Smith

Current Employers

Employment History

• 08/2011 → 11/2019
  Ameriprise Financial Services, Inc.
  Bremerton, WA
• 11/2019 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2011-08-19 → 2019-11-12
  Ameriprise Financial Services, Llc
  Bellevue, WA
  Bremerton, WA
  Gig Harbor, WA
• 2010-04-30 → 2011-08-31
  1St Global Advisors Inc
  Bremerton, WA
• 2001-09-10 → 2010-04-22
  Ameriprise Financial Services, Llc
  Honolulu, HI
  Bellevue, WA
  Bellevue, WA

Other Businesses

1. Business Ownership; Homer Smith LLC; Member; We have hired EmployShare to help us create an outside consulting arrangement with other professionals when we need to hire their professional skills on a case by case method and compensation is paid on a pre-determined hourly rate which is set in the contract; Gig Harbor, WA 98335; Sept 2012; 1-9 hours per month/ 2. HWM, LLC; Member; The LLC was set up to manage the expenses of our team practice; Gig Harbor, WA 98335; Not Investment Related; May 2013; 1-9 hours per month; 1-9 during trading hours/ 3. 11/2019; M&A broker through the RIA's M&A broker service offering; DBA Integrated Business Alliance; Investment Related; 10 hours per month; 10 during trading hours. 4. 2/2021: M&A broker through the RIA's M&A broker service offering; DBA Integrated Business Owner Solutions - Investment Related - 10 hours per month; 10 hours during trading hours 5. 3/3/2022 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) DK Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 3/3/2022 - 15 Hours Per Month During Securities Trading. 6. 06/01/2022: REAL ESTATE RENTAL - NON INV RELATED - AT REPORTED LOCATION(S) - 10 HOURS PER MONTH / 0 HOURS DURING SERCURITIES TRADING HOURS - START DATE 06/01/2022 7. 11/28/2022 - EMPLOYEE RETENTION TAX CREDIT SERVICES - REFERRAL - INV-RELATED - AT REPORTED LOCATIONS(S) - LESS THAN 1 HOUR PER MONTH/LESS THAN 1 HOUR DURING SECURITIES TRADING. 8. 08/01/2024 - AUTHOR - NON-INV RELATED - AT REPORTED LOCATION(S) - LESS THAN 5 HOURS PER MONTH/LESS THAN 5 HOURS PER SECURITIES TRADING HOURS 9. 03/2025 - BUSINESS CONSULTING - INV-REL - AT REPORTED LOCATION(S) - LESS THAN 5 HOURS PER MONTH/LESS THAN 5 HOURS PER SECURITIES TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2001-09-05

Designations