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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-23 |
| CA | RA | APPROVED | 2016-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Newport Beach | CA | 06/2001 | Present |
| Superior Tank Lines | Colton | CA | 01/2014 | 10/2017 |
| Gary A Smith Insurance Agency | Palmdale | CA | 06/1986 | Present |
| Transamerica Financial Advisors, Inc. | Newport Beach | CA | 08/2016 | Present |
| Ramos/Strong Transport Llc | Mojave | CA | 10/2017 | 05/2018 |
| Gary Smith Tax Services | Palmdale | CA | 01/2018 | Present |
| Conico Oil Inc. | Oxnard | CA | 05/2018 | 04/2021 |
| Pilot Flying J | Castaic | CA | 04/2021 | Present |
| Homesmart Evergreen Realty | Valencia | CA | 05/2021 | Present |
| Legacy Shield | Lindon | UT | 12/2022 | Present |
| Inheritguard, Llc | Seridan | WY | 08/2025 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Homesmart Evergreen Realty / 0521-Present / Investment Related: Yes / 28631 Constellation Rd, Valencia, CA 91355 / Agent-Referral Partner / Real Estate Sales / Hrs Work Monthly: 40 / Sec Trading Hrs: 2 / Helping people who want to buy or sell a home. Partnering with the office manager Cindy Mason as mentor and referral partner. Pilot Flying J/ 0421-Present / Investment Related: No / 31642 Castaic Rd. Castaic, CA 91364 / Tanker Driver / Retail truck stops / Hrs Work Monthly: 200 / Sec Trading Hrs: 3 / Pick up fuel and bring it back to their truck stops GARY A SMITH INSURANCE AGENCY / INVESTMENT RELATED: NO / 3122 SERENA COURT PALMDALE, CA 93551 818-736-1130 / SALES OF CASULTY INSURANCE, AUTO, HOME, BUSINESS AND WORKERS COMPENSATION INSURANCE. SALES OF MEDICARE, INDIVIDUAL AND GROUP HEALTH INSURANCE. CERTIFIED COVERED CALIFORNIA HEALTH INSURANCE EXCHANGE / PRINCIPAL / 06-1986 / 40 / 40 / SALES OF INSURANCE FOR THE MOST APPROPRIATE FIT FOR THE CLIENTS NEEDS AND LIFE CIRCUMSTANCES. SUPERIOR TANK LINES / INVESTMENT RELATED: NO / 601 S HUNTS LANE COLTON, CA 92324 / SAFE OPERATION OF A TANKER VEHICLE FROM DISTRIBUTION TERMINALS TO RESALERS OF GAS / DRIVER / 01-2014 / 160 / 48 / SALE LOADING, OPERATION OF A TANKER VEHICLE AND SAFE UNLOADING OF THE VEHICLE. GARY SMITH TAX SERVICES/NOT INVESTMENT RELATED/1.1.2018/REGISTERED TAX PREPARER/3122 SERENA COURT, PALMDALE, CALIFORNIA 93551/TAX PREPARATION/HELP PREPARING PERSONAL AND SMALL BUSINESS TAXES/HOURS.MONTH: 20 LEGACY SHIELD POSITION: Referral Partner NATURE: Estate Planning INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2022 ADDRESS: 100 N State Street, Suite B, Lindon UT 84042, United States DESCRIPTION: Suggesting to my clients the importance of having an attorney look over and perhaps set up for them important legal documents such as a will, powers of attorney, named trustee and, a living trust INHERITGUARD, LLC POSITION: None NATURE: Providing bundled professional services with emphasis on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/07/2025 ADDRESS: 30 N Gould Street, Suite 41954, Seridan WY 82801, United States DESCRIPTION: Client communications, follow up with client issues, provide education on estate planning issues, schedule appointments
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-11-12 |
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