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.

Current firm

ANCORATO

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Nov 6, 2019

First registration

Jun 23, 2022

Dual registered

no

Other names

Antonio Rosales Smith|Antonio R Smith|Antonio Smith

IAPD individual key

5228798

• Occurred

  Feb 14, 2023
  Advisor changed firm

  Antonio Rosales Smith left Ameriprise Financial Services, Llc for Ancorato (registered 2023-06-08)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2f7f7cc0-6d6e-1e8e-58ce-678dc9f5ecc0

First observed

Jun 23, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.