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Daniel Mark Smith

Gradient Advisors, LLC

Virginia Beach, VA

Arden Hills, MN

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Current Employers
Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-08-17
NC RA APPROVED 2022-02-17
VA RA APPROVED 2022-02-17
  • GA RA
    APPROVED
    Since 2022-08-17
  • NC RA
    APPROVED
    Since 2022-02-17
  • VA RA
    APPROVED
    Since 2022-02-17

Branch Locations

1120 Revere Point Rd, Virginia Beach, VA 23455 • United States

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • 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
Royal Wealth Management Chesapeake VA 02/2015 10/2019
Massmutual Life Insurance Co. Glen Allen VA 12/2020 08/2021
Mml Investors Services Glen Allen VA 03/2021 08/2021
Choice Insurance Agency Virginia Beach VA 05/2020 12/2020
Dms Services Llc Virginia Beach VA 10/2019 05/2020
Gradient Advisors Llc Arden Hills MN 02/2022 Present
American Senior Benefits Virginia Beach VA 08/2021 02/2022
  • 02/2015 → 10/2019
    Royal Wealth Management
    Chesapeake, VA
  • 12/2020 → 08/2021
    Massmutual Life Insurance Co.
    Glen Allen, VA
  • 03/2021 → 08/2021
    Mml Investors Services
    Glen Allen, VA
  • 05/2020 → 12/2020
    Choice Insurance Agency
    Virginia Beach, VA
  • 10/2019 → 05/2020
    Dms Services Llc
    Virginia Beach, VA
  • 02/2022 → Present
    Gradient Advisors Llc
    Arden Hills, MN
  • 08/2021 → 02/2022
    American Senior Benefits
    Virginia Beach, VA
Previous Registrations
Other Businesses

1. DMS Advisors (DBA Name) | Investment related | 1120 Revere Point Rd Virginia Beach VA 23455 | Investment Advisory | Owner | Investment Advisor Representative | 3/2023 | 80hrs/mo | 80hrs/mo during trading | Advisory Services 2. Daniel Smith | Investment Related | Virginia Beach VA | Insurance | Owner | Independent Agent | 2022| 80hrs/mo | 80hrs/mo during trading | Insurance Services 3. Choice Insurance Agency | Investment Related | Virginia Beach VA | Group Health Plans | Agent | 01/2025 | 4hrs/mo | 4hrs/mo during trading | Selling group healthcare plans to businesses

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-01
  • S66 Uniform Combined State Law Examination
    2021-03-01
Other Names
  • Daniel Smith
  • Danny Smith

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BEACON HARBOR WEALTH ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FINANCIAL SECURITY ADVISORY INC
DAVENPORT & COMPANY LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES

Other Investors

BRYAN BARTLETT REX
JOSEPH SCOTT KOMARNICKI
ADAM THOMAS REX
Jonathan Asher Woods
CONNOR ALEXANDER PARKER
GEORGE GARDES MACDONALD
JEREMY WAYNE INGRAM
Connor Van Harris

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
BEACON HARBOR WEALTH ADVISORS · VIRGINIA BEACH, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VIRGINIA BEACH, VA
FINANCIAL SECURITY ADVISORY INC · VIRGINIA BEACH, VA
DAVENPORT & COMPANY LLC · VIRGINIA BEACH, VA
FINANCIAL SECURITY ADVISORY INC · VA BEACH, VA
LPL FINANCIAL LLC · VIRGINIA BEACH, VA

More in Virginia Beach, VA

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