Timothy Smith has been an investment adviser representative at RPG Family Wealth Advisory since July 2024, and is not listed among the firm’s executive officers or direct owners.
RPG Family Wealth Advisory, LLC is a Burlington, MA firm with $701M under management, 600 clients and 9 advisers across 5 offices, as of its April 2026 filing.
- – present · 2 yearsWaco, TX · Adviser representative · Firm CRD 158528
Investment adviser representative registrations
Timothy Smith is registered as an investment adviser representative in 2 states. The first approvals date from July 2024; the most recent is Texas, in August 2025.
- CaliforniaSince 2 July 2024
- TexasSince 27 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Aaron Smith
- CRD
- 7939747
- Firm
- RPG Family Wealth Advisory · CRD 158528
- Office
- Waco, TX
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Timothy Smith work?
Timothy Smith is an investment adviser representative registered through RPG Family Wealth Advisory, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Smith a financial advisor?
Yes. Timothy Smith has a current investment-adviser registration in California and Texas, through RPG Family Wealth Advisory since July 2024.
How many years of experience does Timothy Smith have?
Timothy Smith has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Timothy Smith passed?
Timothy Smith passed the Series 65 in April 2024.
Where is Timothy Smith based?
Timothy Smith’s registered office is in Waco, TX.
Is Timothy Smith registered with FINRA?
No. Timothy Smith has no current broker registration.
How can I verify Timothy Smith’s record?
Search CRD 7939747 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Smith’s full registration record.
