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Kevin Wallace Smith

Wealthspire Advisors

Indialantic, FL

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-01-26
MD RA APPROVED 2021-01-04
  • FL RA
    APPROVED
    Since 2021-01-26
  • MD RA
    APPROVED
    Since 2021-01-04

Branch Locations

Indialantic, FL • 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
Pagnatokarp Partners, Llc Reston VA 08/2016 05/2018
Wealthspire Advisors Potomac MD 05/2018 Present
  • 08/2016 → 05/2018
    Pagnatokarp Partners, Llc
    Reston, VA
  • 05/2018 → Present
    Wealthspire Advisors
    Potomac, MD
Previous Registrations
  • 2018-05-21 → 2020-12-31
    Wealthspire Advisors
    Potomac, MD
    Melbourne Beach, FL
  • 2016-09-02 → 2018-05-17
    Pagnatokarp Partners, Llc
    Reston, VA
  • 2009-10-07 → 2016-08-29
    Convergent Wealth Advisors, Llc
    Potomac, MD
  • 2009-03-09 → 2009-10-22
    Royal Oak Capital Management, Llc
    Royal Oak, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-06
S63 Uniform Securities Agent State Law Examination 2006-05-12
  • S65 Uniform Investment Adviser Law Examination
    2009-03-06
  • S63 Uniform Securities Agent State Law Examination
    2006-05-12
Designations

View on SEC IAPD

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