Walter Henry Smith

Current Employers

Employment History

• 05/1998 → 05/2022
  Department Of Commerce/Nws
  Silver Spring, MD
• 10/2015 → 04/2020
  Chrysalis4Wealth, Inc.
  Alexandria, VA
• 10/2015 → 04/2020
  Hd Vest Investment Services
  Alexandria, VA
• 09/2006 → 10/2022
  Wh Smith And Associates
  Fredericksburg, VA
• 10/2015 → 04/2020
  Hd Vest Insurance Agency
  Irving, TX
• 03/2016 → 01/2017
  Anchortotal Hr
  Fredericksburg, VA
• 10/2015 → 04/2020
  Hd Vest Insurance Agency, Llc
  Irving, TX
• 02/2018 → 05/2022
  Diversified Management Solutions, Inc
  Garner, IA
• 03/2018 → 04/2020
  Hd Vest Advisory Services
  Fredericksburg, VA
• 06/2019 → 04/2022
  Farmers Insurance
  Fredericksburg, VA
• 04/2020 → 04/2022
  Farmers Financial Solutions
  Fredericksburg, VA
• 10/2022 → 04/2025
  Nylife Securities Llc
  Tucson, AZ
• 09/2022 → 04/2025
  New York Life Insurance Company
  Tucson, AZ
• 03/2025 → Present
  Magellan Federal
  Arlington, VA
• 03/2025 → Present
  Cavok Tax Service, Llc
  Tucson, AZ
• 07/2022 → Present
  Retiree Activities Office (Rao)
  Tucson, AZ
• 04/2025 → Present
  Lpl Financial
  Tucson, AZ

Previous Registrations

• 2018-03-30 → 2020-04-02
  Avantax Advisory Services
  Fredericksburg, VA

Other Businesses

1. 03/18/2025 - Magellan Federal - Outside/W-2 Employment - NOT INV REL - Arlington, VA - Start Date 03/12/2025 - 8 HRS/MO 2. 03/18/2025 - CAVOK Tax Service, LLC - Tax Prep/Accounting/CPA - NOT INV REL - Tucson, AZ - Start Date 10/22/2024 - 12 HRS/MO 3. 03/18/2025 - Retiree Activities Office(RAO) - Non-profit volunteer (not on board) - NOT INV REL - Tucson, AZ - Start Date 07/01/2022 - 16 HRS/MO 4. 03/18/2025- WALTER SMITH JR- Non-Variable Insurance/Insurance Agency- This OBA is for outside insurance only- inv. related- at Tucson, AZ- start date 03/18/2025- 160hrs/mnth-160hrs during trading 5. 03/18/2025- Prudential Advisors- DBA for LPL Business (entity for LPL business)- inv. related. at reported business location(s)- start date 03/18/2025- 160hrs/mnth-160hrs during trading 6. 06/16/2025- Ryder Financial Group, LLC- Property and Casualty- As part of Ryder Financial Group LLC well offer health Insurance and P&C.- inv. related- at Tucson, AZ- start date 06/02/2025- 20hrs/mnth-20hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-21
• S63 Uniform Securities Agent State Law Examination
  2005-12-21

Designations

Other Names

• Walter Henry Smith
• Walter Henry Smith