Matthew William Smith
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Gibbs Wealth Management, LLCOct 2026 to now
- Priority Wealth ManagementOct 2026 to now
- Blueprint Wealth Management, LLC dba Parady Wealth ManagementFeb 2026 to Oct 2026
- Parady Financial Group, LLCNov 2024 to Oct 2026
- Allianz Life Financial Services LLCApr 2021 to Nov 2024
- Allianz Life Insurance Company of North AmericaMar 2021 to Nov 2024
- Innovation Partners, LLCFeb 2021 to Apr 2021
- C2p EnterprisesMar 2019 to Feb 2021
- Allianz Life Financial Services, LLCAug 2017 to Feb 2019
- Questar Capital CorporationOct 2015 to Jul 2017
- Allianz Life Insurance Company of North AmericaFeb 2014 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
Gibbs Wealth Management, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6574518
- 281621