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Dalton Dwayne Smith

Evidence Wealth, LLC

Bryan, TX

CRD 7962161

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Employer firm

Evidence Wealth, LLC CRD 314767

$56.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Evidence Wealth, Llc

3851 Corporate Center Drive Suite 111, Bryan, TX 77802 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-29
  • TX RA
    APPROVED
    Since 2024-07-29

Branch Locations

3851 Corporate Center Drive Suite 111, Bryan, TX 77802 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Prosper TX 06/2014 08/2018
Mathnasium Prosper TX 08/2018 05/2022
Evidence Wealth Bryan TX 06/2022 Present
Evidence Wealth, Llc Bryan TX 07/2024 Present
  • 06/2014 → 08/2018
    Unemployed
    Prosper, TX
  • 08/2018 → 05/2022
    Mathnasium
    Prosper, TX
  • 06/2022 → Present
    Evidence Wealth
    Bryan, TX
  • 07/2024 → Present
    Evidence Wealth, Llc
    Bryan, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-14
  • S65 Uniform Investment Adviser Law Examination
    2024-06-14
Other Names
  • Dalton D Smith

View on SEC IAPD

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