Gregory Alan Smith

Employer firm

Blue Crab Partners, LLC CRD 154361

Reported services (Item 5G)

Financial planning
Educational seminars

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

Current Employers

Blue Crab Partners, Llc

Pinetop, AZ • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2023-03-15

AZ RA
APPROVED

Since 2023-03-15

Branch Locations

Pinetop, AZ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Comprehensive Financial Consultants Institutional, Inc.	Bloomington	IN	06/2018	10/2020
Self Employed	Pinetop	AZ	08/2012	06/2018
Blue Crab Partners, Llc	Cicero	IN	10/2020	Present

06/2018 → 10/2020

Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
08/2012 → 06/2018

Self Employed

Pinetop, AZ
10/2020 → Present

Blue Crab Partners, Llc

Cicero, IN

Previous Registrations

2018-09-18 → 2022-11-17

Cfci

Pinetop, AZ

Bloomington, IN
2020-10-14 → 2022-03-23

Blue Crab Partners, Llc

Pinetop, AZ

Pinetop, AZ

Other Businesses

(1) Greggo's Restaurant, Partner with wife. 710 S Chief Ave, Whiteriver, AZ 85941. Restaurant, Part Owner, since 11/2009, 3 hrs per month during non-trading hrs. No active duties; Partner runs the business. (2) Insurance Agent, 832 S Juniper, Pinetop, AZ 85935. Self-employed since 8/2012. Supplemental Indemnity and Life Insurance. Time spent: 20 hrs/wk during trading hours.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-05-28

S63 Uniform Securities Agent State Law Examination

1986-05-28

Designations

Chartered Financial Consultant

Other Names

Greg Smith

View on SEC IAPD