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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-21 |
| FL | RA | APPROVED | 2023-11-30 |
| NY | RA | APPROVED | 2021-11-01 |
| PA | RA | APPROVED | 2021-06-15 |
| MS | RA | APPROVED | 2021-03-17 |
| WI | RA | APPROVED | 2020-07-09 |
| CA | RA | APPROVED | 2019-09-27 |
| WA | RA | APPROVED | 2019-09-26 |
| NC | RA | APPROVED | 2019-03-18 |
| SC | RA | APPROVED | 2019-03-11 |
| TX | RA | APPROVED_RES | 2018-07-26 |
| NJ | RA | APPROVED | 2017-12-05 |
| CO | RA | APPROVED | 2013-10-09 |
| WV | RA | APPROVED | 2013-05-23 |
| LA | RA | APPROVED | 2013-04-01 |
| KY | RA | APPROVED | 2012-12-05 |
| DC | RA | APPROVED | 2012-02-24 |
| GA | RA | APPROVED | 2012-01-18 |
| DE | RA | APPROVED | 2012-01-17 |
| MD | RA | APPROVED | 2011-01-06 |
| VA | RA | APPROVED | 2000-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Richmond Federal Credit Union | Richmond | VA | 04/1991 | Present |
| Primerica Financial Services | Richmond | VA | 07/1993 | Present |
| Interstate Specialty Marketing | Richmond | VA | 02/1994 | Present |
| Centaurus Financial, Inc. | Petersburg | VA | 10/1996 | Present |
(1) MY FIDUCIARY ADVISORS LLC, INVESTMENT RELATED, 3954 SPRINGFIELD ROAD LANE, GLEN ALLEN, VA 23060, FINANCIAL PLANNING, INVESTING AND LIFE INSURANCE, DBA FOR MARKETING AND BRANDING TO MILLENNIALS, FOUNDER, SINCE 6/7/2019. (2) THE AARON SMITH SHOW - YOUR CHOICE YOUR MONEY, NON-INVESTMENT RELATED, 3954 SPRINGFIELD ROAD, GLEN ALLEN, VA 23060, OWNER, SINCE 2/19/2009, DEVOTED TIME IS 17 HOURS A MONTH, NON-INTERACTIVE DISCUSSION ABOUT MONEY MATTERS, DEBTS, RAISING KIDS, PROFESSIONAL ATHLETICS COLLEGE STUDENTS, BUSINESS OWNERS, RELATING WITH UNDERSTANDING HOW MONEY AND VALUE AFFECT EVERY DAY SCENARIO AND LIFESTYLES. (3) AARON SMITH, NON-INVESTMENT RELATED, 3954 SPRINGFIELD ROAD, GLEN ALLEN, VA 23060, AUTHOR, SINCE 1/31/2009, DEVOTED TIME IS 2 HOURS A MONTH, BOOKS: IN THE BLACK LIVE FAITHFULLY, PROSPER FINANCIALLY, THE ULTIMATE 9 STEPS TO FINANCIAL FREEDOM, ON THE LINE, GUIDE FOR SMALL BUSINESS OWNERS. (4) TITHING FROM HEAVEN, NON-INVESTMENT RELATED, 3954 SPRINGFIELD ROAD, GLEN ALLEN, VA 23060, EDUCATION, FACILIATATOR, SINCE 6/1/2018, DEVOTED TIME IS 10 HOURS A MONTH, MODERATE AND FACILITATE MEETINGS WITH MEMBERS OF THE CHURCH, DIRECT AS NEEDED MEMBERS TO ATTORNEYS TO ADOPT TRUST ACCOUNTS, REVIEW BENEFICIARY OF INDIVIDUALS IF INTERESTED IN LEAVING INHERITANCE TO CHRUCH. (5) LIFE INSURANCE, NON-INVESTMENT RELATED, 3954 SPRINGFIELD ROAD, GLEN ALLEN, VA 23060,SALE OF FIXED INSURANCE AND/OR FIXED ANNUITIES, AGENT, SINCE 5/5/2014, DEVOTED TIME IS 6 HRS A MONTH, DETERMINE WITH PROSPECT AND/OR CLIENT LIFE INSURANCE NEEDS. (6) TRAINER/EDUCATOR, A.W.SMITH FINANCIAL GROUP, 3954 SPRINGFIELD RD., GLEN ALLEN, VA 23060, NON INVESTMENT RELATED, START DATE 5/1/2011, 20 HOURS PER MONTH, EDUCATE FEDERAL EMPLOYEES REGARDING THEIR GOVERNMENT BENEFITS. (7) AUTHOR, A.W.SMITH FINANCIAL GROUP, 3954 SPRINGFIELD RD., GLEN ALLEN, VA 23060, NON INVESTMENT RELATED, START DATE 6/12/2009, 5 HOURS PER MONTH, MARKET SALES OF BOOKS THROUGH SPEAKING ENGAGEMENTS, AND CLASSES. (8) RADIO HOST, A.W.SMITH FINANCIAL GROUP, 3954 SPRINGFIELD RD., GLEN ALLEN, VA 23060, NON INVESTMENT RELATED, START DATE 9/5/201, 7 HOURS PER MONTH. (9) A.W. SMITH FINANCIAL GROUP INC., NON-INVESTMENT REALTED, 3954 SPRINGFIELD ROAD, GLEN ALLEN, VA 23060, SETTLEMENT CONSULTANT, SINCE 12/14/2012, DEVOTED TIME 2 HOURS A MONTH, REVIEW WITH CLEINT, ATTORNEY AND IF APPLICABLE, MEDIATOR AMOUNT OF SETTLEMENT AND DETERMINE WHAT PAYOUT BASED ON SETTLEMENT AMOUNT, FAMILY IMMEDIATE NEEDS, LONG TERM MEDICAL AND INCOME NEEDS MADE AVAILABLE BY ATTORNEY WORKS BEST FOR REPRESENTING ATTONREY'S CLIENT. (10) ESTATE PLAN NAVIGATOR POSITION: Marketer/ Data Entry NATURE: Administrative - conferencing with a potential prospect and inputting information into an online portal to determine if a will or trust is needed to protect an individual personal asset. Inputting the data, follow up appointments, edits/corrections and delivery of final documents. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 12/19/2022 ADDRESS: 3954 Springfield Road, Glen Allen VA 23060, United States DESCRIPTION: Marketing online portal/software to individual to create a will/or trust. (11) G2G EDUCATIONAL MODULES POSITION: Lecturer NATURE: Targeting a specific demographic (African American) to enhance educational knowledge of wealth building and generational legacy. Utilizing technology to create educational modules and discussing different topics concerning money and financial literacy. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2023 ADDRESS: 3954 Springfield Road, n Allen VA 23060, United States DESCRIPTION: Teaching 20 to 30 minutes web-based classroom style topics regarding financial education focusing on African American generational wealth building.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-19 |
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