Undrea Morcal Smith

Current Employers

East Valley Wealth Llc

366 N Gilbert Rd Suite 205, Gilbert, AZ 85234 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2024-07-15
AZ	RA	APPROVED	2021-06-18

WI RA
APPROVED

Since 2024-07-15
AZ RA
APPROVED

Since 2021-06-18

Branch Locations

17335 Golf Parkway Unit 550, Brookfield, WI 53045 • United States

366 N Gilbert Rd Suite 205, Gilbert, AZ 85234 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
East Valley Retirement	Gilbert	AZ	08/2011	Present
East Valley Wealth Llc	Gilbert	AZ	04/2021	Present

08/2011 → Present

East Valley Retirement

Gilbert, AZ
04/2021 → Present

East Valley Wealth Llc

Gilbert, AZ

Other Businesses

1. EAST VALLEY RETIREMENT. INVESTMENT RELATED. GILBERT, AZ. INSURANCE AND RETIREMENT SERVICES. OWNER. START DATE: 2011. 120 HRS/MONTH DURING SECURITIES TRADING HOURS. 0HRS/MNTH OUTSIDE OF SECURITIES TRADING HOURS. PROVIDE RETIREMENT AND INSURANCE SOLUTIONS TO CLIENTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-10-02

S65 Uniform Investment Adviser Law Examination

2020-10-02