Ryan Mckinley Smith

Current Employers

Employment History

• 09/2010 → Present
  Lpl Financial Llc
  Richmond, VA
• 08/2012 → Present
  Paragon Financial Services
  Richmond, VA

Previous Registrations

• 2004-12-03 → 2010-09-20
  Truist Investment Services, Inc.
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Richmond, VA
• 2004-01-13 → 2004-11-19
  Welsh & Welsh Inc
  Glen Allen, VA
• 2004-01-05 → 2004-01-09
  Lpl Financial Llc
  Glen Allen, VA

Other Businesses

1. 6/4/2012 - Paragon Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 2/5/2013 - CompassPoints, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 8/16/2018 - Paragon Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/2012 - 112 Hours Per Month During Securities Trading - Time Spent 70% - I provide investment advisory services through Paragon Financial Services, an independent investment advisor firm. I started this business activity in 09/2012. I expect to spend approximately 112 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 3/6/2020 - No Business Name - Investment Related - Richmond, VA 23233 - Real Estate Rental - Started 09/01/2018 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 01/11/2023 - Paragon Tax Strategy LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 01/05/2023 - 10 Hours Per Month/1 Hours During Securities Trading 6. 09/11/2024 - Brokers Edge - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/10/2024 - 2 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2004-01-02

Designations