Nicholas Smith

Current Employers

Employment History

• 06/2016 → 07/2022
  White Rock Fellowship
  Dallas, TX
• 02/2023 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 03/2023 → Present
  Foster Financial Group
  Dallas, TX
• 02/2023 → Present
  Smith Financial Services, Llc
  Dallas, TX
• 06/2017 → Present
  Penco Partners, Llc
  Tyler, TX
• 06/2017 → Present
  Smith Aviation, Llc
  Tyler, TX
• 02/2023 → Present
  Canvas Financial
  San Francisco, CA
• 09/2023 → Present
  Ameritas Investment Company, Llc
  Lincoln, NE
• 12/2020 → Present
  Smith & Co Homes, Llc
  Dallas, TX

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * FOSTER FINANCIAL GROUP; SAME AS BRANCH; INV REL; WEALTH MANAGEMENT; AGENT; START DATE=03/2023; HRS/MO=140; TRADING HRS/MO=100; WEALTH MANAGEMENT * SMITH FINANCIAL SERVICES, LLC; 10407 ESTATE LN, DALLAS, TX, 75238; INV REL; FINANCIAL CONSULTING; OWNER; START DATE=02/2023; HRS/MO=10; TRADING HRS/MO=10; FINANCIAL CONSULTING * PENCO PARTNERS, LLC; 2120 HOLLY CREEK DR, TYLER, TX, 75703; INV REL; RENTAL PROPERTIES; DIRECTOR; START DATE=06/2017; HRS/MO=12; TRADING HRS/MO=12; RENTAL PROPERTIES * SMITH AVIATION, LLC; 2120 HOLLY CREEK DR, TYLER, TX, 75703; NON INV REL; PROPERTY RENOVATIONS; DIRECTOR; START DATE=06/2017; HRS/MO=3; TRADING HRS/MO=3; BUSINESS MANAGEMENT * CANVAS FINANCIAL; 847 SANSOME 4TH FL, SAN FRANCISCO, CA 94111; INV REL; FINANCIAL ADVISOR; AGENT; START DATE=02/2023; HRS/MO=50; TRADING HRS/MO=50; FINANCIAL ADVISOR * SMITH & CO HOMES, LLC; NON INV REL; SAME AS RESIDENCE; REAL ESTATE; PARTNER; START DATE=12/2020; HRS/MO=0; TRADING HRS/MO=0; BUY AND SELL PROPERTIES

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-10-20
• S65 Uniform Investment Adviser Law Examination
  2022-12-20

Other Names

• Nicholas A. Smith