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CHAD ALAN SMITH
CRD#: 2747937
IA
Investment Adviser
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Previous Broker
HERITAGE FINANCIAL PLANNINGCRD#: 131525 10440 N. CENTRAL EXPRESSWAY
SUITE 1540
DALLAS, TX 75231
Registration History
1996199820002002200420062008201020122014201620182020202220242026IAHERITAGE FINANCIAL PLANNING (CRD# 131525)2019 - Present (5 years)BHD VEST INVESTMENT SERVICES (CRD# 13686)2009 - 2019 (10 years)BINTERLINK SECURITIES CORP. (CRD# 30505)2007 - 2008 (<1 year)BH.D. VEST INVESTMENT SERVICES (CRD# 13686)1997 - 2007 (10 years)BPRUCO SECURITIES CORPORATION (CRD# 5685)1996 - 1997 (<1 year)
License(s)

State Registrations

IA
Texas 4/23/2019

Current Registration(s)
IA
HERITAGE FINANCIAL PLANNING (CRD#:131525)
10440 N. CENTRAL EXPRESSWAY SUITE 1540, DALLAS, TX 75231
Registered with this firm since 4/23/2019

Previous Registration(s)
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03/19/2009 - 03/29/2019 HD VEST INVESTMENT SERVICES (CRD#:13686) Irving, TX
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12/07/2007 - 10/10/2008 INTERLINK SECURITIES CORP. (CRD#:30505) DALLAS, TX
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03/17/1997 - 09/27/2007 H.D. VEST INVESTMENT SERVICES (CRD#:13686) IRVING, TX
B
06/10/1996 - 03/06/1997 PRUCO SECURITIES CORPORATION (CRD#:5685) NEWARK, NJ
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Disclosures
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