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Inactive

Zachary Michael Smith

The Kelly Group

Blacksburg, VA

Bel Air, MD

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Current Employers
The Kelly Group

48 East Gordon Street, Bel Air, MD 21014 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-05-02
MD RA APPROVED 2021-10-15
  • VA RA
    APPROVED
    Since 2025-05-02
  • MD RA
    APPROVED
    Since 2021-10-15

Branch Locations

Blacksburg, VA • United States

48 East Gordon Street, Bel Air, MD 21014 • 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
Olio Financial Planning Blacksburg VA 06/2019 12/2020
Olio Financial Planning Blacksburg VA 10/2018 06/2019
Kelly Financial Group Llc Bel Air MD 05/2018 08/2018
Partners In Financial Planning Salem VA 12/2017 01/2018
Virginia Tech Athletic Department Blacksburg VA 08/2017 12/2017
Greenfield Sport Complex Troutville VA 05/2013 08/2017
Virginia Tech Blacksburg VA 08/2015 05/2019
Kelly Financial Group, Llc Bel Air MD 02/2021 Present
  • 06/2019 → 12/2020
    Olio Financial Planning
    Blacksburg, VA
  • 10/2018 → 06/2019
    Olio Financial Planning
    Blacksburg, VA
  • 05/2018 → 08/2018
    Kelly Financial Group Llc
    Bel Air, MD
  • 12/2017 → 01/2018
    Partners In Financial Planning
    Salem, VA
  • 08/2017 → 12/2017
    Virginia Tech Athletic Department
    Blacksburg, VA
  • 05/2013 → 08/2017
    Greenfield Sport Complex
    Troutville, VA
  • 08/2015 → 05/2019
    Virginia Tech
    Blacksburg, VA
  • 02/2021 → Present
    Kelly Financial Group, Llc
    Bel Air, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-02
  • S65 Uniform Investment Adviser Law Examination
    2019-07-02
Designations
Other Names
  • Zach Smith

View on SEC IAPD

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