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Indianapolis, IN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2021-04-01 |
| IN | RA | APPROVED | 2019-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indy Wealth Solutions, Llc | Indianapolis | IN | 04/2016 | Present |
Cory N. Smith is licensed to sell life insurance products and may engage in product sales with our clients, for which he will receive additional compensation. Any commissions received through life or health insurances sales do not offset advisory fees the client may pay for advisory services under Indy Wealth Solutions, LLC. This activity accounts for less than 10% of his time. Started 3/16/2016 at 6210 N Parker Ave, Indianapolis, IN 46220. Approximately 4 hours a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-02 |
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