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Current Employers
Global Wealth Management Investment Advisory, Inc.

1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-30
  • FL RA
    APPROVED
    Since 2026-04-30

Branch Locations

1301 East Broward Blvd Suite 200, Fort Lauderdale, FL 33301 • 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
Fidelity Investments Jacksonville FL 06/2021 04/2022
Ernst And Young Jacksonville FL 02/2021 05/2021
State Farm Richmond VA 06/2018 08/2018
Dominion Payroll Richmond VA 12/2017 01/2018
Corey Vaughns Waterski School Bumpass VA 05/2019 08/2019
Corey Vaughns Waterski School Bumpass VA 05/2020 09/2020
Florida Southern College Lakeland FL 08/2016 12/2016
The University Of Alabama Tuscaloosa AL 01/2017 05/2020
Unemployed Richmond VA 10/2020 01/2021
Financial Engines Advisors L.L.C. Santa Clara CA 04/2022 09/2022
Singer Wealth Advisors Llc Boca Raton FL 09/2022 01/2023
Kanen Wealth Management Llc Coral Springs FL 01/2023 04/2026
Global Wealth Management Investment Advisory, Inc. Ft. Lauderdale FL 04/2026 Present
Global Wealth Retirement Planning, Llc Ft. Lauderdale FL 04/2026 Present
  • 06/2021 → 04/2022
    Fidelity Investments
    Jacksonville, FL
  • 02/2021 → 05/2021
    Ernst And Young
    Jacksonville, FL
  • 06/2018 → 08/2018
    State Farm
    Richmond, VA
  • 12/2017 → 01/2018
    Dominion Payroll
    Richmond, VA
  • 05/2019 → 08/2019
    Corey Vaughns Waterski School
    Bumpass, VA
  • 05/2020 → 09/2020
    Corey Vaughns Waterski School
    Bumpass, VA
  • 08/2016 → 12/2016
    Florida Southern College
    Lakeland, FL
  • 01/2017 → 05/2020
    The University Of Alabama
    Tuscaloosa, AL
  • 10/2020 → 01/2021
    Unemployed
    Richmond, VA
  • 04/2022 → 09/2022
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 09/2022 → 01/2023
    Boca Raton, FL
  • 01/2023 → 04/2026
    Coral Springs, FL
  • 04/2026 → Present
    Ft. Lauderdale, FL
  • 04/2026 → Present
    Global Wealth Retirement Planning, Llc
    Ft. Lauderdale, FL
Previous Registrations
Other Businesses

1) Global Wealth Retirement Planning, LLC; 04/2026 - present; Investment Related; 1301 East Broward Blvd., Suite 200, Ft. Lauderdale, FL 33301; Insurance Agent; Hours/Month - 60; Trading Hours/Month - 60; Client Services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-18
S63 Uniform Securities Agent State Law Examination 2022-04-05
  • S65 Uniform Investment Adviser Law Examination
    2022-05-18
  • S63 Uniform Securities Agent State Law Examination
    2022-04-05
Other Names
  • Dylan Clyde Smith
  • Dylan Smith

View on SEC IAPD

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