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RIA / WealthAdvisorCertified Financial Planner26 years in industry

EDWARD CHARLES SMITH

Advisor at VALOR WEALTH PARTNERS

WASHINGTON, DC

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Search this name across graphsid dfx:ria:1b41f874-9500-edc3-cedf-5c8729a314d1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 20, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VALOR WEALTH PARTNERS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 23, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 9
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 23, 2000
First registration: Sep 20, 2001
Dual registered: no
Other names: Ed Smith|Ed C Smith
IAPD individual key: 4091288

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VALOR WEALTH PARTNERS	State registered	Apr 13, 2022	n/a	yes	WASHINGTON, DC	Current employment
CS PLANNING CORP	Independent wealth	Sep 26, 2018	Jun 1, 2022	no	Boston, MA\|PORTLAND, OR\|Boston, MA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 18, 2009	Aug 16, 2018	no	FORT MILL, SC\|MARLBOROUGH, MA\|FRAMINGHAM, MA\|BURLINGTON, MA\|ANDOVER, MA\|WALTHAM, MA\|FRAMINGHAM, MA\|WORCESTER, MA\|LEXINGTON, MA	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Nov 7, 2005	Sep 16, 2009	no	WESTBORO, MA\|FRAMINGHAM, MA\|ACTON, MA\|BURLINGTON, MA\|MARLBOROUGH, MA\|MARLBORO, MA	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Sep 20, 2001	Oct 20, 2005	no	RIVERSIDE, RI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CS PLANNING CORP	VALOR WEALTH PARTNERS	Jun 1, 2022	Apr 13, 2022	-49	Firm change after gap	RIA to state RIA
LPL FINANCIAL LLC	CS PLANNING CORP	Aug 16, 2018	Sep 26, 2018	41	Firm change	RIA to RIA
CETERA ADVISOR NETWORKS LLC	LPL FINANCIAL LLC	Sep 16, 2009	Sep 18, 2009	2	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	CETERA ADVISOR NETWORKS LLC	Oct 20, 2005	Nov 7, 2005	18	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149937:315179:MA:2022-06-01	Jun 1, 2022	Apr 13, 2022	BOSTON, MA	Firm change after gap

Relationships

Registered with (5)

→ VALOR WEALTH PARTNERSRegistered adviserregistration: current employment
Apr 13, 2022 to presentfactForm ADV
→ CS PLANNING CORPRegistered adviserregistration: previous registration
Sep 26, 2018 to Jun 1, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 18, 2009 to Aug 16, 2018factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Nov 7, 2005 to Sep 16, 2009factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Sep 20, 2001 to Oct 20, 2005factForm ADV

Dated events

Occurred
Jun 1, 2022
Advisor changed firm
Edward Charles Smith left Cs Planning Corp for Valor Wealth Partners (registered 2022-04-13)
Form ADVobserved 6 days ago