Brendon Smith

165 S. Union Blvd Suite 780, Lakewood, CO 80228 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-05
CO	RA	APPROVED	2026-06-07

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Eaton Vance Management	Boston	MA	06/2018	03/2019
Eaton Vance Distributors, Inc.	Boston	MA	06/2018	03/2019
Bentley University	Waltham	MA	09/2014	06/2018
Stone Coast Fund Services	Portland	ME	06/2016	09/2016
Idexx Labs	Westbrook	ME	06/2017	09/2017
Dana Farber Cancer Institute	Boston	MA	10/2017	05/2018
Columbia Management Investment Distributors, Inc.	Boston	MA	03/2019	08/2022
Fidelity Investments	Denver	CO	08/2022	04/2026
Fidelity Investments	Boston	MA	03/2025	04/2026
Mattern Capital Management, Llc	Lakewood	CO	04/2026	Present

06/2018 → 03/2019

Eaton Vance Management

Boston, MA
06/2018 → 03/2019

Eaton Vance Distributors, Inc.

Boston, MA
09/2014 → 06/2018

Bentley University

Waltham, MA
06/2016 → 09/2016

Stone Coast Fund Services

Portland, ME
06/2017 → 09/2017

Idexx Labs

Westbrook, ME
10/2017 → 05/2018

Dana Farber Cancer Institute

Boston, MA
03/2019 → 08/2022

Columbia Management Investment Distributors, Inc.

Boston, MA
08/2022 → 04/2026

Fidelity Investments

Denver, CO
03/2025 → 04/2026

Fidelity Investments

Boston, MA
04/2026 → Present

Mattern Capital Management, Llc

Lakewood, CO

2025-03-31 → 2026-04-16

Strategic Advisers Llc

Denver, CO

Denver, CO

Denver, CO

Boston, MA
2022-09-25 → 2025-03-31

Fidelity Personal And Workplace Advisors

Denver, CO
2019-04-18 → 2022-08-31

Columbia Management Investment Advisers, Llc

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-09

Other Firms