Colby Smith

148 E Grand River Ave., Williamston, MI 48895 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2024-10-31

Branch Locations

2240 Saratoga Drive, Idaho Falls, ID 83404 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Strategic Wealth Concepts	Idaho Falls	ID	01/2024	Present
Cg Advisory Services	Williamston	MI	01/2024	Present
Brigham Young University - Idaho	Rexburg	ID	09/2022	01/2024
Idahoan Foods	Rexburg	ID	07/2022	09/2023
Panda Express	Rexburg	ID	09/2022	05/2023
The Church Of Jesus Christ Of Latter-Day Saints	Baltimore	MD	07/2020	07/2022
Wendys	Rigby	ID	04/2018	11/2019
Student	Rigby	ID	01/2004	04/2018
Student	Rigby	ID	12/2019	06/2020

01/2024 → Present

Strategic Wealth Concepts

Idaho Falls, ID
01/2024 → Present

Cg Advisory Services

Williamston, MI
09/2022 → 01/2024

Brigham Young University - Idaho

Rexburg, ID
07/2022 → 09/2023

Idahoan Foods

Rexburg, ID
09/2022 → 05/2023

Panda Express

Rexburg, ID
07/2020 → 07/2022

The Church Of Jesus Christ Of Latter-Day Saints

Baltimore, MD
04/2018 → 11/2019

Wendys

Rigby, ID
01/2004 → 04/2018

Student

Rigby, ID
12/2019 → 06/2020

Student

Rigby, ID

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-06

Other Firms