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Adam Kenneth Smith

Covenant Wealth Advisors

Richmond, VA

Reston, VA

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Current Employers
Covenant Wealth Advisors

8001 Franklin Farms Drive Rm 208, Richmond, VA 23229 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-12-04
  • VA RA
    APPROVED
    Since 2023-12-04

Branch Locations

8001 Franklin Farms Drive Rm 208, Richmond, VA 23229 • United States

1768 Business Center Drive Suite 350, Reston, VA 20190 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Acorn Financial Advisory Services, Inc. Reston VA 09/2019 12/2023
Acorn Financial Services Reston VA 01/2018 12/2023
Glassman Wealth Services Vienna VA 05/2017 12/2017
Acorn Financial Services Reston VA 10/2014 05/2017
Covenant Wealth Advisors Richmond VA 12/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-30
  • S65 Uniform Investment Adviser Law Examination
    2019-10-30
Designations
Other Names
  • Adam Kenneth Smith
  • Adam K Smith

View on SEC IAPD

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GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

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