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Mitchell Rene Poirier

Smp Financial Planning, LLC

New York, NY

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Current Employers
Smp Financial Planning, Llc

New York, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-13
DC RA APPROVED 2026-01-21
MD RA APPROVED 2026-01-21
VA RA APPROVED 2023-04-23
  • NY RA
    APPROVED
    Since 2026-05-13
  • DC RA
    APPROVED
    Since 2026-01-21
  • MD RA
    APPROVED
    Since 2026-01-21
  • VA RA
    APPROVED
    Since 2023-04-23

Branch Locations

New York, NY • 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
Tiaa Washington DC 04/2014 11/2020
Tiaa-Cref Individual & Institutional Services, Llc Washington DC 04/2014 11/2020
Novare Capital Management, Llc Charlotte NC 11/2020 07/2021
Smp Financial Planning, Llc Falls Church VA 07/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-23
  • S66 Uniform Combined State Law Examination
    2013-12-23
Other Names
  • Mickey Rene Poirier
  • Mitchell Poirer
  • Mitchell Rene Poirer
  • Mitchell Poirier

View on SEC IAPD

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