Michael Rich Smith

55 West Street Suite 201, Walpole, MA 02081 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2026-06-04

Branch Locations

55 West Street Suite 201, Walpole, MA 02081 • United States

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

Organization	City	State	From	To
Patriot Financial Group, Llc	Walpole	MA	05/2026	Present
Unified Legacy Advisors, Llc	Omaha	NE	05/2026	Present
Fidelity Investments	Salt Lake City	UT	08/2023	06/2025
Omaha Gutter Company 1, Llc	La Vista	NE	05/2022	07/2023
Brigham Young University - Idaho	Rexburg	ID	02/2022	12/2022
Squeeze Media	Rexburg	ID	04/2022	04/2022
Brigham Young University - Idaho	Rexburg	ID	01/2021	04/2023
Provo City Parks And Rec	Provo	UT	11/2021	12/2021
Sunergy Solar	Port St Lucie	FL	05/2021	05/2023
The Church Of Jesus Christ Of Latter-Day Saints	Vancouver	WA	01/2019	01/2021
Brigham Young University - Idaho	Rexburg	ID	09/2018	12/2018
Ross Stores	West Jordan	UT	07/2017	11/2017
Riverhouse Design	West Jordan	UT	11/2017	08/2018
Jordan School District	West Jordan	UT	08/2016	02/2017
Dish One Satellite Llc	Provo	UT	11/2018	01/2019
Fidelity Investments	Boston	MA	03/2025	06/2025
J.P. Morgan Securities Llc	Riverton	UT	06/2025	10/2025
Jp Morgan Chase & Co	Riverton	UT	06/2025	10/2025
Popeyes Louisiana Kitchen	West Jordan	UT	01/2017	06/2017
Zeo Energy	New Port Richey	FL	04/2021	11/2021
Ess West	Provo	UT	01/2022	08/2022
Ross Stores, Inc	West Jordan	UT	02/2018	06/2018
Lpl Enterprise Llc	Lincoln	NE	11/2025	05/2026

05/2026 → Present

Patriot Financial Group, Llc

Walpole, MA
05/2026 → Present

Unified Legacy Advisors, Llc

Omaha, NE
08/2023 → 06/2025

Fidelity Investments

Salt Lake City, UT
05/2022 → 07/2023

Omaha Gutter Company 1, Llc

La Vista, NE
02/2022 → 12/2022

Brigham Young University - Idaho

Rexburg, ID
04/2022 → 04/2022

Squeeze Media

Rexburg, ID
01/2021 → 04/2023

Brigham Young University - Idaho

Rexburg, ID
11/2021 → 12/2021

Provo City Parks And Rec

Provo, UT
05/2021 → 05/2023

Sunergy Solar

Port St Lucie, FL
01/2019 → 01/2021

The Church Of Jesus Christ Of Latter-Day Saints

Vancouver, WA
09/2018 → 12/2018

Brigham Young University - Idaho

Rexburg, ID
07/2017 → 11/2017

Ross Stores

West Jordan, UT
11/2017 → 08/2018

Riverhouse Design

West Jordan, UT
08/2016 → 02/2017

Jordan School District

West Jordan, UT
11/2018 → 01/2019

Dish One Satellite Llc

Provo, UT
03/2025 → 06/2025

Fidelity Investments

Boston, MA
06/2025 → 10/2025

J.P. Morgan Securities Llc

Riverton, UT
06/2025 → 10/2025

Jp Morgan Chase & Co

Riverton, UT
01/2017 → 06/2017

Popeyes Louisiana Kitchen

West Jordan, UT
04/2021 → 11/2021

Zeo Energy

New Port Richey, FL
01/2022 → 08/2022

Ess West

Provo, UT
02/2018 → 06/2018

Ross Stores, Inc

West Jordan, UT
11/2025 → 05/2026

Lpl Enterprise Llc

Lincoln, NE

Unified Legacy Advisors, LLC; Omaha, NE; Investment Related; DBA For Advisory Business.

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-07
S63	Uniform Securities Agent State Law Examination	2023-11-10