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Mark Gregory Smith

Vision Wealth Planning, LLC

Glen Allen, VA

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Current Employers
Vision Wealth Planning, Llc

4860 Cox Road Suite 200, Glen Allen, VA 23060 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2012-10-19
  • VA RA
    APPROVED
    Since 2012-10-19

Branch Locations

4860 Cox Road Suite 200, Glen Allen, VA 23060 • 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
Vision Wealth Planning, Llc Glen Allen VA 10/2012 Present
Previous Registrations
  • 2006-04-04 → 2012-10-15
    Capgroup Advisors
    Richmond, VA
  • 2001-01-10 → 2006-04-04
    Capital Advisory Group
    Richmond, VA
Other Businesses

Independent Insurance Agent, 1­-5 Hrs/Month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-14
S63 Uniform Securities Agent State Law Examination 1995-01-23
  • S65 Uniform Investment Adviser Law Examination
    1999-12-14
  • S63 Uniform Securities Agent State Law Examination
    1995-01-23
Designations

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CARLSON FINANCIAL · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
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