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Inactive

Cory James Smith

Discretionary Inc.

Reno, NV

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Current Employers
Discretionary Inc.

5470 Kietzke Lane, Reno, NV 89511 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-10-03
  • NV RA
    APPROVED
    Since 2025-10-03

Branch Locations

5470 Kietzke Lane, Reno, NV 89511 • 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
Unemployed Denver CO 05/2018 11/2018
Remotelink Solutions San Diego CA 03/2017 04/2018
Msi Securities San Diego CA 06/2015 03/2017
Royce Zimmerman Denver CO 12/2018 11/2019
Northwestern Mutual Investment Services Llc Denver CO 12/2018 11/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2019 11/2019
Traverse Planning Colfax CO 11/2019 10/2021
Clear Creek Financial Management, Llc Colfax CO 10/2021 11/2023
Gross Domestic Product, Inc Playa Del Rey CA 11/2023 11/2024
Discretionary Inc. Glendale CO 01/2024 Present
  • 05/2018 → 11/2018
    Unemployed
    Denver, CO
  • 03/2017 → 04/2018
    Remotelink Solutions
    San Diego, CA
  • 06/2015 → 03/2017
    Msi Securities
    San Diego, CA
  • 12/2018 → 11/2019
    Royce Zimmerman
    Denver, CO
  • 12/2018 → 11/2019
    Northwestern Mutual Investment Services Llc
    Denver, CO
  • 08/2019 → 11/2019
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 11/2019 → 10/2021
    Traverse Planning
    Colfax, CO
  • 10/2021 → 11/2023
    Clear Creek Financial Management, Llc
    Colfax, CO
  • 11/2023 → 11/2024
    Gross Domestic Product, Inc
    Playa Del Rey, CA
  • 01/2024 → Present
    Discretionary Inc.
    Glendale, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-06
  • S66 Uniform Combined State Law Examination
    2013-12-06
Other Names
  • Cory James Smith

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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LPL FINANCIAL LLC
GW FINANCIAL
TREO VENTURES, LLC
ELEVAGE PARTNERS, LLC

Other Investors

LEONARD R WOHLETZ
ANGEL MARIE SANDOVAL
RYAN SCOTT GROSS
JAMES WARREN FRIEDLAN
SUNTALEE KOOZER
MITCHELL J MOUNTAIN
Alexander Mallett
Jared D Marchegger

Other Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV
BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV
LPL FINANCIAL LLC · RENO, NV
GW FINANCIAL · RENO, NV
TREO VENTURES, LLC · RENO, NV
ELEVAGE PARTNERS, LLC · RENO, NV

More in Reno, NV

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