Cheryl L. Smith

D.H. HILL ADVISORS

Tyler, TX 75703

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CRD#: 3109981

Professional summary

Cheryl Leigh Smith, CLU®, who also goes by Cheryl Leigh Griggs, Cheryl Leigh Kinard, is a registered financial advisor currently at D.H. HILL ADVISORS, INC. located in Tyler, Texas and D.H. HILL SECURITIES, LLLP located in Tyler, Texas.

Cheryl is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Cheryl has worked at 11 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cheryl Leigh Griggs | Cheryl Leigh Kinard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Texas Financial and Retirement; YES INVESTMENT RELATED; 2405 Oak Alley Tyler, TX 75703 ; INSURANCE SALES; Analyst Relationship Director; START DATE 06/2019; APPROX� 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. Rental houses; 4 home two in Abilene and one in Gainesville and one in Foxmoor; Third party management by Gerard Realty; Not investment related; Began working with TPA in 07/1998; No hours worked on maintaining the rental homes;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl Leigh Smith's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CLU^®

Chartered Life Underwriter

Experience

Current

October 14, 2022 - Present

D.H. HILL ADVISORS, INC.

Office #1: 6713 Old Jacksonville Hwy, Tyler, TX 75703

RIA

CRD#: 116324

Tyler, TX

Current

October 14, 2022 - Present

D.H. HILL SECURITIES, LLLP

Office #1: 6713 Old Jacksonville Hwy, Tyler, TX 75703

CRD#: 41528

Tyler, TX

Past

November 3, 2020 - October 14, 2022

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

Tyler, TX

Past

April 24, 2020 - October 12, 2022

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Tyler, TX

Past

December 5, 2019 - August 10, 2020

DEMPSEY LORD SMITH, LLC

CRD#: 141238

TYLER, TX

Past

March 27, 2019 - December 10, 2019

ONEAMERICA SECURITIES, INC.

CRD#: 4173

DALLAS, TX

Past

March 15, 2018 - December 31, 2018

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

Flint, TX

Past

July 10, 2002 - December 20, 2016

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

March 29, 2001 - May 13, 2002

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

FORT WORTH, TX

Past

October 6, 1999 - March 5, 2001

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

October 22, 1998 - October 12, 1999

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

D.H. HILL ADVISORS, INC.

D.H. HILL ADVISORS, INC. | FIRST FINANCIAL UNITED MANAGEMENT, INC. | DBA D.H. HILL WEALTH MANAGEMENT

CRD#: 116324 / SEC#: 801-115203

RIA

Registered Investment Advisory firm - (5/2/2019 Approved)

Arizona

Registered Investment Advisory firm - (5/20/2019 Terminated)

California

Registered Investment Advisory firm - (6/19/2019 Terminated)

Colorado

Registered Investment Advisory firm - (5/29/2019 Terminated)

Delaware

Registered Investment Advisory firm - (5/21/2019 Terminated)

Florida

Registered Investment Advisory firm - (5/20/2019 Terminated)

Georgia

Registered Investment Advisory firm - (5/31/2019 Terminated)

Illinois

Registered Investment Advisory firm - (5/2/2019 Terminated)

Iowa

Registered Investment Advisory firm - (5/21/2019 Terminated)

Kansas

Registered Investment Advisory firm - (5/20/2019 Terminated)

Kentucky

Registered Investment Advisory firm - (11/14/2011 Terminated)

Louisiana

Registered Investment Advisory firm - (5/20/2019 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/20/2019 Terminated)

Michigan

Registered Investment Advisory firm - (5/20/2019 Terminated)

Missouri

Registered Investment Advisory firm - (5/20/2019 Terminated)

Nebraska

Registered Investment Advisory firm - (5/28/2019 Terminated)

New Mexico

Registered Investment Advisory firm - (5/20/2019 Terminated)

New York

Registered Investment Advisory firm - (5/20/2019 Terminated)

North Carolina

Registered Investment Advisory firm - (6/6/2019 Terminated)

Ohio

Registered Investment Advisory firm - (5/21/2019 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/20/2019 Terminated)

Rhode Island

Registered Investment Advisory firm - (5/20/2019 Terminated)

South Carolina

Registered Investment Advisory firm - (5/20/2019 Terminated)

Tennessee

Registered Investment Advisory firm - (5/22/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/20/2019 Terminated)

Virginia

Registered Investment Advisory firm - (5/22/2019 Terminated)

Washington

Registered Investment Advisory firm - (5/27/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(10/14/2022)

IAR

Texas
(10/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/21/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/5/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/29/1998

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

D.H. HILL ADVISORS, INC.

D.H. HILL ADVISORS, INC. | FIRST FINANCIAL UNITED MANAGEMENT, INC. | DBA D.H. HILL WEALTH MANAGEMENT

CRD#: 116324 / SEC#: 801-115203

RIA

Registered Investment Advisory firm - (5/2/2019 Approved)

Arizona

Registered Investment Advisory firm - (5/20/2019 Terminated)

California

Registered Investment Advisory firm - (6/19/2019 Terminated)

Colorado

Registered Investment Advisory firm - (5/29/2019 Terminated)

Delaware

Registered Investment Advisory firm - (5/21/2019 Terminated)

Florida

Registered Investment Advisory firm - (5/20/2019 Terminated)

Georgia

Registered Investment Advisory firm - (5/31/2019 Terminated)

Illinois

Registered Investment Advisory firm - (5/2/2019 Terminated)

Iowa

Registered Investment Advisory firm - (5/21/2019 Terminated)

Kansas

Registered Investment Advisory firm - (5/20/2019 Terminated)

Kentucky

Registered Investment Advisory firm - (11/14/2011 Terminated)

Louisiana

Registered Investment Advisory firm - (5/20/2019 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/20/2019 Terminated)

Michigan

Registered Investment Advisory firm - (5/20/2019 Terminated)

Missouri

Registered Investment Advisory firm - (5/20/2019 Terminated)

Nebraska

Registered Investment Advisory firm - (5/28/2019 Terminated)

New Mexico

Registered Investment Advisory firm - (5/20/2019 Terminated)

New York

Registered Investment Advisory firm - (5/20/2019 Terminated)

North Carolina

Registered Investment Advisory firm - (6/6/2019 Terminated)

Ohio

Registered Investment Advisory firm - (5/21/2019 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/20/2019 Terminated)

Rhode Island

Registered Investment Advisory firm - (5/20/2019 Terminated)

South Carolina

Registered Investment Advisory firm - (5/20/2019 Terminated)

Tennessee

Registered Investment Advisory firm - (5/22/2019 Terminated)

Texas

Registered Investment Advisory firm - (5/20/2019 Terminated)

Virginia

Registered Investment Advisory firm - (5/22/2019 Terminated)

Washington

Registered Investment Advisory firm - (5/27/2019 Terminated)

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Contact information

Main Address

1543 Green Oak Place Suite 100, Kingwood, TX 77339

Mailing Address

1543 Green Oak Place Suite 100, Kingwood, TX 77339

Phone number

(832) 644-1852

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A: APPENDIX 1- D.H. HILL ADVISORS INC, WRAP BROCHURE (3/27/2025)

FORM ADV 2A: D.H. HILL ADVISORS, INC. DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	953
AUM (Assets Under Management)	$ 196,852,282

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Cheryl L. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cheryl Leigh Smith's CRS (Customer Relationship Summary).

Certified licenses

Experience

D.H. HILL SECURITIES, LLLP

MADISON AVENUE SECURITIES, LLC

AE WEALTH MANAGEMENT, LLC

DEMPSEY LORD SMITH, LLC

ONEAMERICA SECURITIES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

STATE FARM VP MANAGEMENT CORP.

FIRST COMMAND BROKERAGE SERVICES, INC.

EDWARD JONES

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

D.H. HILL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/21/1998

Series 63

Date: 10/5/1998

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/29/1998

FINRA

Current Firm

D.H. HILL ADVISORS, INC.

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

D.H. HILL ADVISORS, INC.

TRUST BUT VERIFY

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