Quintin Scott Smith

Current Employers

Canvas Retirement Planning Llc

Omaha, NE • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2023-01-31

NE RA
APPROVED

Since 2023-01-31

Branch Locations

Omaha, NE • 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

Organization	City	State	From	To
Canvas Retirement Planning Llc	Omaha	NE	12/2021	Present
Schleisman Onken & Associates Pc	Omaha	NE	01/2018	Present
Canvas Tax (And Predecessors)	Omaha	NE	06/2007	Present
Boelman Shaw Tax And Financial Planning	West Des Moines	IA	01/2016	04/2017

12/2021 → Present

Canvas Retirement Planning Llc

Omaha, NE
01/2018 → Present

Schleisman Onken & Associates Pc

Omaha, NE
06/2007 → Present

Canvas Tax (And Predecessors)

Omaha, NE
01/2016 → 04/2017

Boelman Shaw Tax And Financial Planning

West Des Moines, IA

Other Businesses

Quintin Smith is currently a tax accountant at Schleisman Onken & Associates PC. This activity accounts for approximately 20% of his time. Quintin Smith is currently the owner of Canvas Tax. This activity accounts for approximately 10% of his time.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-08-25

S65 Uniform Investment Adviser Law Examination

2021-08-25