Sourcing
Firms
People
Sources
William Vance Smith
C
13
IAR CRD 7750406
·
Industry start 2024-01-27
Identity
Legal name
William Vance Smith
brokercheck
CRD
7750406
NPN
—
Career
Previous employments
TRIAD ADVISORS LLC
2024-04-10
KESTRA INVESTMENT SERVICES, LLC
2024-01-08
▸ Show all (+1)
brokercheck
Current branches
OSAIC WEALTH, INC.
TRICAPITAL WEALTH MANAGEMENT, INC.
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Designations
—
Education
—
BrokerCheck signals
Industry start
2024-01-27
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Est. age
24
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Age confidence
—
Est. birth year
2002
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BC active
Yes
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IA active
Yes
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Disclosures
No
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Private residence
No
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Firm affiliations
1
TRICAPITAL WEALTH MANAGEMENT, INC.
IAR
CRD 118788