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Edward Charles Smith

Valor Wealth Partners

Washington, DC

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Current Employers
Valor Wealth Partners

1200 G St Nw Suite 800, Washington, DC 20005 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-15
SC RA APPROVED 2025-10-28
NC RA APPROVED 2025-06-11
FL RA APPROVED 2024-01-04
NH RA APPROVED 2022-07-21
VA RA APPROVED 2022-06-13
DC RA APPROVED 2022-06-02
MD RA APPROVED 2022-05-20
MA RA APPROVED 2022-04-13
  • TX RA
    APPROVED
    Since 2026-01-15
  • SC RA
    APPROVED
    Since 2025-10-28
  • NC RA
    APPROVED
    Since 2025-06-11
  • FL RA
    APPROVED
    Since 2024-01-04
  • NH RA
    APPROVED
    Since 2022-07-21
  • VA RA
    APPROVED
    Since 2022-06-13
  • DC RA
    APPROVED
    Since 2022-06-02
  • MD RA
    APPROVED
    Since 2022-05-20
  • MA RA
    APPROVED
    Since 2022-04-13

Branch Locations

1200 G St Nw Suite 800, Washington, DC 20005 • 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
Lpl Financial Llc Marlborough MA 09/2009 08/2018
Digital Federal Credit Union Marlborough MA 09/2009 08/2018
Valor Wealth Partners Boston MA 08/2018 Present
Cs Planning Corp Portland OR 09/2018 06/2022
Previous Registrations
  • 2018-09-26 → 2022-06-01
    Cs Planning Corp
    Boston, MA
    Portland, OR
    Boston, MA
  • 2009-09-18 → 2018-08-16
    Lpl Financial Llc
    Fort Mill, SC
    Marlborough, MA
    Framingham, MA
    Burlington, MA
    Andover, MA
    Waltham, MA
    Framingham, MA
    Worcester, MA
    Lexington, MA
  • 2005-11-07 → 2009-09-16
    Cetera Wealth Services, Llc
    Westboro, MA
    Framingham, MA
    Acton, MA
    Burlington, MA
    Marlborough, MA
    Marlboro, MA
  • 2001-09-20 → 2005-10-20
    New England Securities
    Riverside, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-02-23
  • S66 Uniform Combined State Law Examination
    2000-02-23
Designations
Other Names
  • Ed Smith
  • Ed C Smith

View on SEC IAPD

Other Firms

BRYSPEN, INCORPORATED
3WIRE INVESTMENT
LPL FINANCIAL LLC
ORIDIAN CAPITAL MANAGEMENT, L.P.
C5 CAPITAL USA LLC
AEB CAPITAL
DOMINION FINANCIAL CONSULTANTS, LLC
A.G.P. / ALLIANCE GLOBAL PARTNERS

Other Investors

LEAH SAWYER BRYAN
GARY ANDREW EDMONDS
JAMES DARRELL ZACK
HSIAO-CHUAN CHANG
AMANDA JEAN ZACK
CHRISTINE RUSHIN MISTR
CHARLES DOUGLAS HARTLEY
Marilyn McKinnon

Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

More in Washington, DC

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