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541 William St. Suite B, Fredericksburg, VA 22401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-03-10 |
Branch Locations
541 William St. Suite B, Fredericksburg, VA 22401 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Insurance Smith Agency Llc | Fredericksburg | VA | 10/2002 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 12/2017 | 02/2021 |
| The Retirement Smith Llc | Fredericksburg | VA | 07/2019 | Present |
| Michah Creek Farm Llc | Fredricksburg | VA | 07/2021 | Present |
THE INSURANCE SMITH AGENCY LLC - INSURANCE AGENT/PRESIDENT - LIFE, ANNUITY AND AUTO/HOME - 1122 CAROLINE STREET, FREDERICKSBURG, VA 22401 - START DATE: 10/2002 - 160 HOURS/MONTH MICHAH CREEK FARM LLC; NOT INV REL; OWNER/LAND DEVELOPMENT; FREDRICKSBURG, VA; START 07/2021; MINIMAL TIME SPENT IN THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-25 |
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