Donald William Smith

Current Employers

Employment History

• 09/2005 → Present
  Bankers Life And Casualty
  Charlotte, NC
• 05/2016 → Present
  Bankers Life Securities, Inc.
  Charlotte, NC
• 10/2018 → Present
  Bankers Life Advisory Services
  Charlotte, NC

Other Businesses

BANKERS LIFE POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 40 START DATE: 09/19/2005 ADDRESS: 10706 SIKES PLACE, SUITE 300, CHARLOTTE, NC 28277; DESCRIPTION: SERVICE CLIENTS INSURANCE NEEDS PALADIN PROPERTIES LLC POSITION: MANAGER NATURE: RENTAL PROPERTIES INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 08/12/2005 ADDRESS: 10809 FOX HEDGE RD, MATTHEWS NC 28105 DESCRIPTION: RENTAL PROPERTY. FINANCED PURCHASE OF PROPERTIES. DONALD WILLIAM SMITH JR INSURANCE AND FINANCIAL SERVICES LLC POSITION: President NATURE: there is no business. this LLC is set up for tax purposes. I will only be compensated through BLS and BLC. There is no other entity INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 1620 Great Rd, Waxhaw NC 28173, United States DESCRIPTION: I created an S Corp LLC on the advice of my CPA. The S Corp is in place strictly for tax advantages. There is no additional time spent or requirements expected from this title/position

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-09
• S63 Uniform Securities Agent State Law Examination
  2006-10-19

Other Names

• Donald Smith
• Donald William Smith