Phillip Bruce Smith

Current Employers

Employment History

• 11/2015 → 12/2023
  Pacific Benefit Consultants, Inc.
  Eugene, OR
• 03/2017 → 06/2021
  Voya Financial Advisors
  Eugene, OR
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2023 → 03/2024
  Oregon Community Credit Union
  Eugene, OR
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2021 → 06/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2025 → Present
  Tidepool Wealth & Retirement Planning Llc D/B/A Tidepool Wealth
  Eugene, OR

Previous Registrations

• 2017-06-20 → 2021-06-09
  Voya Financial Advisors, Inc.
  Eugene, OR
  Eugene, OR
  Clackamas, OR
  Clackamas, OR
  Eugene, OR

Other Businesses

1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 450 COUNTRY CLUB RD STE 330; EUGENE; OR; 97401; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 6/16/2017; 160; 160; SALE OF FIXED INSURANCE PRODUCTS; 2) NAME OF OTHER BUSINESS: TIDEPOOL WEALTH STRATEGIES; INVESTMENT RELATED: YES; ADDRESS: 450 COUNTRY CLUB ROAD, SUITE 350 EUGENE, OR 97401; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 25; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES; 3. NAME OF OTHER BUSINESS: TIDEPOOL WEALTH & RETIREMENT PLANNING LLC D/B/A TIDEPOOL WEALTH STRATEGIES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SHELL COMPANY; START DATE: 8/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: INACTIVE SHELL COMPANY;

Exams

• S66 Uniform Combined State Law Examination
  2017-06-01

Other Names

• Phillip Smith