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Inactive

Jaimeson Martin Smith

Creative Planning

Overland Park, KS

Fort Worth, TX

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-22
  • TX RA
    APPROVED
    Since 2024-04-22

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Fort Worth, TX • 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
Fidelity Brokerage Services Inc Merrimack NH 08/2000 08/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 08/2020
Robinhood Financial, Llc Southlake TX 08/2020 04/2024
Robinhood Markets, Inc Southlake TX 06/2022 04/2024
Creative Planning, Llc Overland Park KS 04/2024 Present
  • 08/2000 → 08/2020
    Fidelity Brokerage Services Inc
    Merrimack, NH
  • 07/2018 → 08/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 08/2020 → 04/2024
    Robinhood Financial, Llc
    Southlake, TX
  • 06/2022 → 04/2024
    Robinhood Markets, Inc
    Southlake, TX
  • 04/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
  • 2018-07-13 → 2020-08-27
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2001-07-06 → 2018-07-13
    Atlanta, GA
    Dunwoody, GA
    Albuquerque, NM
    Albuquerque Nm 87110, NM
    Atlanta, GA
    Westlake, TX
    Atlanta, GA
  • 2001-07-02 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Westlake, TX
Other Businesses

Allen Associates INC.; Echo Lane Lempster, NH, 03605; non-investment related; Family Board of Directors; annual board meeting on a Saturday + a few emails; 0-1 hours; 0 during trading hours American Heart Association; non-investment related; board member; monthly board meeting; less than 1 hour per week; 0 hours during securities trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-29
S63 Uniform Securities Agent State Law Examination 1997-11-25
  • S66 Uniform Combined State Law Examination
    2024-02-29
  • S63 Uniform Securities Agent State Law Examination
    1997-11-25

View on SEC IAPD

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