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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Hurricane | WV | 07/2016 | 10/2025 |
| Pfs Investments Inc. | Hurricane | WV | 12/2016 | 10/2025 |
| Wv State Treasurers Office Board Of Treas | Charleston | WV | 05/2012 | 08/2020 |
| Osaic | Dunbar | WV | 10/2025 | Present |
1. SMITH ACCOUNTING SERVICES POSITION: CPA Accountant NATURE: It is setup as an Accounting Corporation taxed as an S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2009 ADDRESS: 216 13th St Suite 1, Dunbar WV 25064, United States DESCRIPTION: Preparation of Tax Returns, Bookkeeping and Payroll
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-13 |
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