Robert Mark Smith

Current Employers

Employment History

• 08/1977 → 12/2019
  Bond & Company, P.C.
  Jackson, MI
• 09/2010 → 10/2019
  1St Global Capital Corp
  Jackson, MI
• 09/2010 → 10/2019
  1St Global Advisors, Inc.
  Jackson, MI
• 01/2012 → 02/2022
  Avantax Insurance Services, Inc.
  Jackson, MI
• 10/2019 → 02/2022
  Avantax Advisory Services
  Jackson, MI
• 10/2019 → 02/2022
  Avantax Investment Services, Inc.
  Jackson, MI
• 02/1991 → Present
  The Crossing Place, Inc.
  Jackson, MI
• 11/1995 → Present
  7979 W Saginaw, Llc
  Lansing, MI
• 11/2019 → Present
  Jdp, Qof, Llc
  Jackson, MI
• 03/2021 → Present
  Scientific Equipment Leasing, Llc
  Jackson, MI
• 09/2022 → 09/2025
  Avantax Investment Services, Inc.
  Jackson, MI
• 09/2022 → 09/2025
  Avantax Advisory Services
  Jackson, MI
• 01/2020 → Present
  Robert Smith, Cpa
  Jackson, MI
• 01/1999 → 05/2025
  Colbrook Development, Llc
  Clarklake, MI
• 10/2001 → Present
  Bond Investments, Llc
  Jackson, MI
• 01/2012 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Jackson, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Jackson, MI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-09-19 → 2025-09-05
  Avantax Advisory Services
  Jackson, MI
• 2019-10-25 → 2022-02-15
  Avantax Advisory Services
  Irving, TX
• 2011-01-26 → 2019-10-25
  1St Global Advisors Inc
  Jackson, MI

Other Businesses

1) SCIENTIFIC EQUIPMENT LEASING, LLC; POSITION: MEMBER NATURE: SEARCH AND ACQUIRE LABORATORY EQUIPMENT, PURCHASE LABORATORY EQUIPMENT NEEDED FOR RENTAL, MAINTAIN EQUIPMENT, DETERMINE EQUIPMENT FUNCTIONS AS NEEDED BY LESSOR, ENTER INTO LEASE WITH LESSOR INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/25/2021; 2324 BROOKLYN RD, JACKSON MI 49203, REVIEW EQUPMENT SPECIFICATIONS NEEDED, SEARCH FOR BEST QUALITY & PURCHASE EQUIPMENT, DETERMINE IT IS FUNCTINING PROPERLY, COLLECT RENT PAY BILLS 2) 7979 W SAGINAW, LLC; POSITION: MEMBER NATURE: SINGLE FAMILY RESIDENTAL RENTAL PROPERTY, LEASE TO INDIVIDUAL(S), EVALUATE WHEN BEST TO SELL FOR EXPANSION & DETERMINE IMPROVEMENTS TO BE MADE INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/06/1995; 5521 DELTA RIVER DR, LANSING MI 48906, PREPARE ANNUAL TAX RETURNS, REVIEW REPAIRS TO BE COMPLETED, APPROVE TENANT(S) & REVIEW FINANCIAL STATEMENT 3) THE CROSSING PLACE, INC; POSITION: SECRETARY NATURE: APPROVE COMMERCIAL TENANT(S), INVOICE TENANTS, EVALUATE WHEN BEST TO SELL FOR EXPANSION & DETERMINE IMPROVEMENTS TO BE MADE INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/05/1991; 6896 Maple Dale Rd, Jackson MI 49201, REVIEW INVOICES, SIGN CHECKS, APPROVE REPAIRS TO BE MADE, REVIEW MONTHLY FINAICIAL STATEMENTS 4) JDP, QOF, LLC; POSITION: MEMBER NATURE: RESIDENTAL RENTAL, EVALUATE WHEN BEST TO SELL FOR EXPANSION, MARKET AVAILABLE SPACE WITH LICENSED REALTOR & INVOICE TENANTS INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/11/2019; 2324 BROOKLYN RD, JACKSON MI 49203, REVIEW MONTHLY FINANCIAL STATEMENTS, PREPARE ANNUAL TAX RETURNS, APPROVE TENANT(S) & APPROVE REPAIRS 5) BOND INVESTMENTS, LLC; POSITION: MEMBER NATURE: COMMERCIAL REAL ESTATE INVESTMENTS:1. NORTHWEST PROPERTIES, LLC2. FOUR SEAS, LLC3. HEALTHCO NORTH, LLC4. JACKSON DOWNTOWN PARTNERS, LLC5. HANNA HOSPITILITY, LLC6. RPM HOLDINGS, LLC7. FIRST & MICHIGAN, LLC8. 113 W. MICHIGAN, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/31/2001; ADDRESS: 6896 Maple Dale Rd, Jackson MI 49201, REVIEW MONTHLY FINANCIALS, COMMUNICATION WITH TENANTS, REVIEW AND SIGN CHECKS, MAKE SURE BUILDING IS PROPERLY MAINTAINED. 6) MILDA M SMITH FAMILY TRUST; POSITION: trustee NATURE: mother's estate, trusts INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/12/1999; ADDRESS: 2324 BROOKLYN RD, JACKSON MI 49203, Collect funds, pay bills, hold funds & invest funds in marketable securities held exclusively in Avantax accounts 7) ROBERT SMITH, CPA; POSITION: Owner NATURE: Entity for Tax and financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020; 2324 BROOKLYN RD, JACKSON MI 49203, Meet with clients, guidance on financial products, prepare client tax returns, review tax returns with clients

Exams

• S66 Uniform Combined State Law Examination
  2011-01-21
• S63 Uniform Securities Agent State Law Examination
  1999-06-07

Other Names

• Bob Smith
• Robert Mark Smith