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Kimberly Smith

Cary Street Partners

Greenville, SC

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Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-01-02
OH RA APPROVED 2025-12-26
NC RA APPROVED 2023-12-05
TX RA APPROVED 2023-12-05
VA RA APPROVED 2023-12-05
SC RA APPROVED 2023-04-26
  • GA RA
    APPROVED
    Since 2026-01-02
  • OH RA
    APPROVED
    Since 2025-12-26
  • NC RA
    APPROVED
    Since 2023-12-05
  • TX RA
    APPROVED
    Since 2023-12-05
  • VA RA
    APPROVED
    Since 2023-12-05
  • SC RA
    APPROVED
    Since 2023-04-26

Branch Locations

20 Mills Avenue, Greenville, SC 29605 • 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
Truist Investment Services, Inc Atlanta GA 09/2021 04/2023
Bb&T Greenville SC 11/2016 09/2021
Wells Fargo Baytown TX 07/2014 10/2016
Cary Street Partners Llc Richmond VA 04/2023 Present
Cary Street Partners Investment Advisory Llc Richmond VA 04/2023 Present
  • 09/2021 → 04/2023
    Truist Investment Services, Inc
    Atlanta, GA
  • 11/2016 → 09/2021
    Bb&T
    Greenville, SC
  • 07/2014 → 10/2016
    Wells Fargo
    Baytown, TX
  • 04/2023 → Present
    Cary Street Partners Llc
    Richmond, VA
  • 04/2023 → Present
    Cary Street Partners Investment Advisory Llc
    Richmond, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-29
  • S66 Uniform Combined State Law Examination
    2022-06-29

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
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