Daniel T. Smith
Professional summary
Daniel Tyler Smith is a registered financial professional currently at IFP SECURITIES, LLC located in Tampa, Florida.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2010. Daniel has worked at 12 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel Tyler Smith's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 2, 2026 - Present
IFP SECURITIES, LLC
Office #1: 3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607June 14, 2024 - May 26, 2026
NORTHERN LIGHTS DISTRIBUTORS, LLC
November 3, 2023 - March 28, 2024
RUSSELL INVESTMENTS
August 1, 2023 - March 28, 2024
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC
August 14, 2020 - January 4, 2024
DAYBRIGHT ADVISORY SERVICES, INC.
September 16, 2019 - April 27, 2020
REDTREE INVESTMENT GROUP
July 13, 2018 - August 23, 2019
FIDELITY PERSONAL AND WORKPLACE ADVISORS
November 26, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
November 17, 2014 - August 16, 2019
FIDELITY BROKERAGE SERVICES LLC
February 19, 2014 - November 12, 2014
FIRST COMMAND BROKERAGE SERVICES, INC.
February 19, 2014 - November 12, 2014
FIRST COMMAND BROKERAGE SERVICES, INC.
January 24, 2013 - December 16, 2013
TD AMERITRADE, INC.
January 24, 2013 - December 16, 2013
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 15, 2010 - December 16, 2013
TD AMERITRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
IFP SECURITIES, LLC
CRD#: 297287 / SEC#: , 8-70150
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| IFP GROUP, LLC | OWNER | |
| ACHESON, JEFFERY ALLEN | CHIEF BUSINESS DEVELOPMENT OFFICER | 706698 |
| GILMAN, AARON LEE | CHIEF INVESTMENT OFFICER | 5611425 |
| HAMM, WILLIAM CHRISTOPHER | PRESIDENT, CHIEF OPERATING OFFICER | 5814331 |
| HAMM, WILLIAM EUGENE JR | CHIEF EXECUTIVE OFFICER AND CHAIRPERSON OF THE BOARD OF DIRECTORS | 1227713 |
| JOHNSON, TORIAN | CHIEF COMPLIANCE OFFICER | 5363604 |
| MEJIA, OSCAR MIGUEL | FINOP | 5569235 |
Red Flags
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