Dante Anthony Smith

101 S 108Th Ave 3Rd Floor, Omaha, NE 68154 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-14

Branch Locations

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

Organization	City	State	From	To
American Financial Network Advisory Services, Llc	Richardson	TX	08/2014	01/2017
Dfpg Investments, Inc.	Calabasas	CA	10/2017	12/2018
United Planners' Financial Services Of America	Richardson	TX	09/2014	12/2016
Wealthsource Partners, Llc	Richardson	TX	07/2019	03/2024
American Financial Network Advisory Services, Llc	Richardson	TX	01/2017	07/2019
United Planners' Financial Services Of America	Calabasas	CA	01/2017	10/2017
Onedigital Investment Advisors Llc	Overland Park	KS	01/2024	03/2024
Triad Wealth Partners, Llc	Lawrence	KS	03/2024	Present
Wealthplan Investment Management	Omaha	NE	05/2025	Present

08/2014 → 01/2017

American Financial Network Advisory Services, Llc

Richardson, TX
10/2017 → 12/2018

Dfpg Investments, Inc.

Calabasas, CA
09/2014 → 12/2016

United Planners' Financial Services Of America

Richardson, TX
07/2019 → 03/2024

Wealthsource Partners, Llc

Richardson, TX
01/2017 → 07/2019

American Financial Network Advisory Services, Llc

Richardson, TX
01/2017 → 10/2017

United Planners' Financial Services Of America

Calabasas, CA
01/2024 → 03/2024

Onedigital Investment Advisors Llc

Overland Park, KS
03/2024 → Present

Triad Wealth Partners, Llc

Lawrence, KS
05/2025 → Present

Wealthplan Investment Management

Omaha, NE

2024-07-12 → 2025-04-23

Triad Wealth Partners, Llc

Lawrence, KS

Garland, TX
2019-07-18 → 2024-04-04

Wealthsource®

Richardson, TX

Garland, TX
2024-01-05 → 2024-03-25

Onedigital

Overland Park, KS

Garland, TX
2017-02-13 → 2020-04-06

American Financial Network Advisory Services, Llc

Los Angeles, CA
2017-01-12 → 2017-01-19

United Planners' Financial Services Of America A Limited Partner

Richardson, TX

Calabasas, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-01-12

Other Firms