Inactive

Daniel Raymond Smith

Abacus Wealth Partners

Santa Monica, CA

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Current Employers

Abacus Wealth Partners

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-02-15
TX	RA	APPROVED	2024-02-15
CO	RA	APPROVED	2023-05-30

CA RA
APPROVED

Since 2024-02-15
TX RA
APPROVED

Since 2024-02-15
CO RA
APPROVED

Since 2023-05-30

Branch Locations

Thornton, CO • United States

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • 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

Organization	City	State	From	To
The Vanguard Group, Inc.	Charlotte	NC	06/2019	07/2022
Virginia Tech	Blacksburg	VA	08/2015	05/2019
Attainx	Blacksburg	VA	03/2019	06/2019
Randstad	Charlotte	NC	05/2018	08/2018
Rhino Sports & Entertainment Services	Blacksburg	VA	12/2016	05/2018
Virginia Tech Dining Services	Blacksburg	VA	02/2016	12/2016
Abacus Wealth Partners	Los Angeles	CA	07/2022	Present

06/2019 → 07/2022

The Vanguard Group, Inc.

Charlotte, NC
08/2015 → 05/2019

Virginia Tech

Blacksburg, VA
03/2019 → 06/2019

Attainx

Blacksburg, VA
05/2018 → 08/2018

Randstad

Charlotte, NC
12/2016 → 05/2018

Rhino Sports & Entertainment Services

Blacksburg, VA
02/2016 → 12/2016

Virginia Tech Dining Services

Blacksburg, VA
07/2022 → Present

Abacus Wealth Partners

Los Angeles, CA

Previous Registrations

2019-08-16 → 2022-07-22

Vanguard Advisers, Inc.

Charlotte, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-08-08

S66 Uniform Combined State Law Examination

2019-08-08

Designations

Other Names

Daniel Raymond Smith

View on SEC IAPD

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