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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-21 |
| CA | RA | APPROVED | 2024-09-03 |
Branch Locations
5301 Madison Avenue, Ste 302, Sacramento, CA 95841 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Sacramento | CA | 01/2021 | 08/2023 |
| Securities America, Inc. | Sacramento | CA | 08/2023 | 06/2024 |
| Cfs Wealth Advisors, Llc | Sacramento | CA | 01/2022 | Present |
| K. Gregg Smith, Sole Proprietor | Sacramento | CA | 01/2021 | 12/2021 |
| Cliftonlarsonallen | Cottonwood Heights | UT | 01/2020 | 12/2020 |
| Idaho State University | Pocatello | ID | 01/2019 | 12/2019 |
| Brigham Young University | Rexburg | ID | 09/2015 | 12/2018 |
| Osaic Wealth, Inc. | Sacramento | CA | 06/2024 | Present |
1. Name: Kyle G. Smith, Sole Proprietor Position: Life Insurance Agent Nature: Life insurance agent Investment Related: No Hours: 4 Securities Trading Hours: 4 Start Date: 01/01/2022 Address: 5301 Madison Avenue, STE 302, Sacramento CA 95841, United States Description: I provide term life insurance and fixed annuities to clients. 2. CFS WEALTH ADVISORS, LLC POSITION: Enrolled Agent/Tax Accountant NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 90 START DATE: 01/01/2021 ADDRESS: 5301 Madison Ave, STE 302, Sacramento CA 95841, United States DESCRIPTION: I provide tax preparation and tax planning for a variety of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-28 |
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