David Jason Smith

Current Employers

Employment History

• 03/2011 → Present
  Self Employed
  Indianapolis, IN
• 05/2013 → 12/2020
  Woodbury Financial Services, Inc.
  Carmel, IN
• 12/2020 → 01/2023
  Lpl Financial, Llc
  Anderson, IN
• 01/2023 → 09/2024
  Thurston Springer Financial
  Indianapolis, IN
• 02/2023 → 11/2023
  Peak Brokerage Services, Llc
  Jupiter, FL
• 02/2023 → 11/2023
  Blackridge Asset Management
  Jupiter, FL
• 12/2024 → Present
  Osaic Wealth Inc
  Zionsville, IN

Previous Registrations

• 2023-02-21 → 2023-11-07
  Blackridge Asset Management, Llc
  Indianapolis, IN
  Jupiter, FL
• 2020-12-15 → 2023-01-19
  Lpl Financial Llc
  Anderson, IN
• 2013-05-21 → 2020-12-08
  Woodbury Financial Services, Inc.
  Zionsville, IN
• 2011-05-10 → 2011-07-20
  Waddell & Reed
  Charleroi, PA
• 2010-07-06 → 2011-03-09
  Woodbury Financial Services, Inc.
  Carmel, IN

Other Businesses

1. PRINCETON MEDICAL SOLUTIONS POSITION: VP/Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/24/2011 ADDRESS: 425 W Glendale St, Princeton IN 47670, United States DESCRIPTION: Entity operational maintenance. 2. DICKERSON WEALTH ADVISORS POSITION: Assistant NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/10/2024 ADDRESS: 11622 N Michigan Rd, Zionsville IN 46077, United States DESCRIPTION: INSURANCE SALES AND SERVICE OF FIXED INSURANCE VEHICLES; ADMIN SUPPORT AND SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2010-06-18
• S63 Uniform Securities Agent State Law Examination
  2005-11-07

Other Names

• David Jason Smith