Adam Denton Smith

Current Employers

Employment History

• 12/2008 → 05/2022
  Pfs Investments Inc
  Murfreesboro, TN
• 10/2008 → 05/2022
  Primerica Financial Services
  Murfreesboro, TN
• 05/2022 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2022 → 11/2023
  Terra Wealth Management, Llc
  Murfressboro, TN
• 11/2023 → Present
  Pks Advisory Services Llc D/B/A Roy Matlock Jr. Advisory
  Bell Buckle, TN

Previous Registrations

• 2022-07-15 → 2023-11-09
  Terra Wealth
  Bell Buckle, TN
  High Point, NC
• 2011-08-01 → 2022-06-08
  Pfs Investments Inc.
  New Smyrna Beach, FL
  Murfreesboro, TN
  Murfreesboro, TN

Other Businesses

1) 1. PKS Advisory d/b/a Roy Matlock Jr. Advisory 2. Investment related 3. Office of Employment Address 4. RIA 5. IAR 6. 05/27/2022 7. 120 hrs/mo 8. 120 hrs during trading 9. Provide investment advice to clients 10. Advisory fees 2) 1. Family Farm 2. Not investment related 3. 465 Trott Rd., Bell Buckle, TN 37020 4. Raise and sell beef calves 5. Owner 6. 03/03/1992 7. 5 hrs/mo 8. 1 hrs during trading 9. Feed Cattle, Drive Tractor 10. Sell the calves from the cows 3) 1. Fixed Insurance 2. Investment related 3. Office of Employment Address 4. Fixed / Traditional Insurance 5. Agent 6. 05.2022 7. 10 hrs/mo 8. 5 hrs during trading 9. Sales of fixed / traditional insurance 4) 1. Purshe Kaplan Sterling Investments 2. Investment related 3. Office of Employment Address 4. Broker Dealer 5. Registered Representative 6. 05/2022 7. Appx. 10 hrs/mnth.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-07
• S63 Uniform Securities Agent State Law Examination
  2010-03-19