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Inactive

William Kalil Smith

Wealthway Financial Advisors

Norfolk, VA

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Current Employers
Wealthway Financial Advisors

440 Monticello Ave, Suite 1620, Norfolk, VA 23510 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-11-27
VA RA APPROVED 2023-11-20
  • NC RA
    APPROVED
    Since 2023-11-27
  • VA RA
    APPROVED
    Since 2023-11-20

Branch Locations

440 Monticello Ave, Suite 1620, Norfolk, VA 23510 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthway Financial Advisors Norfolk VA 10/2023 Present
Lux Wealth Planning Washington Dc DC 10/2022 10/2023
Henderson Financial Group Virginia Beach VA 08/2022 09/2022
Wealthway Financial Advisors Norfolk VA 06/2020 07/2022
Student Manassas / Blacksburg VA 08/2012 05/2020
  • 10/2023 → Present
    Wealthway Financial Advisors
    Norfolk, VA
  • 10/2022 → 10/2023
    Lux Wealth Planning
    Washington Dc, DC
  • 08/2022 → 09/2022
    Henderson Financial Group
    Virginia Beach, VA
  • 06/2020 → 07/2022
    Wealthway Financial Advisors
    Norfolk, VA
  • 08/2012 → 05/2020
    Student
    Manassas / Blacksburg, VA
Designations
Other Names
  • William Smith

View on SEC IAPD

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