Best Investors Account Sign in
Inactive

Mark Kevin Smith

Pointoak Retirement Advisors

Silver Spring, MD

Mclean, VA

Claim This Profile
Current Employers
Pointoak Retirement Advisors

1751 Pinnacle Dr Ste 600, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-12-19
VA RA APPROVED 2024-12-19
  • MD RA
    APPROVED
    Since 2024-12-19
  • VA RA
    APPROVED
    Since 2024-12-19

Branch Locations

Silver Spring, MD • United States

1751 Pinnacle Dr Ste 600, Mclean, VA 22102 • 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
Keller Benefit Services Bethesda MD 01/2016 12/2017
Raymond James Financial Services Frederick MD 02/2016 12/2024
Raymond James Financial Services Advisors Inc. Frederick MD 05/2016 12/2024
Guilford Retirement Services Llc Frederick MD 02/2018 12/2024
Pointoak Retirement Advisors Silver Spring MD 12/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-01
S63 Uniform Securities Agent State Law Examination 2005-03-16
  • S65 Uniform Investment Adviser Law Examination
    2016-04-01
  • S63 Uniform Securities Agent State Law Examination
    2005-03-16

View on SEC IAPD

More in Silver Spring, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor