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RIA / WealthAdvisorChartered Financial Analyst21 years in industry

JAMES BLAKE GUYLER

Advisor at SMITH SALLEY WEALTH MANAGEMENT

GREENSBORO, NC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 1, 2004 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: SMITH SALLEY WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Nov 1, 2004
Dual registered: no
Other names: BLAKE GUYLER
IAPD individual key: 4873829

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
SMITH SALLEY WEALTH MANAGEMENT	Independent wealth	Jul 3, 2014	n/a	yes	GREENSBORO, NC	Current employment
WALLINGTON ASSET MANAGEMENT	Independent wealth	Jan 10, 2014	Apr 11, 2014	no	INDIANAPOLIS, IN	Previous registration
BB&T ASSET MANAGEMENT, INC.	n/a	Nov 16, 2006	Oct 27, 2010	no	RALEIGH, NC	Previous registration
DEAN FINANCIAL SERVICES	Independent wealth	Nov 1, 2004	Nov 15, 2006	no	DAYTON, OH	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
WALLINGTON ASSET MANAGEMENT	SMITH SALLEY WEALTH MANAGEMENT	Apr 11, 2014	Jul 3, 2014	83	Firm change	Other
BB&T ASSET MANAGEMENT, INC.	WALLINGTON ASSET MANAGEMENT	Oct 27, 2010	Jan 10, 2014	1,171	Firm change after gap	Other
DEAN FINANCIAL SERVICES	BB&T ASSET MANAGEMENT, INC.	Nov 15, 2006	Nov 16, 2006	1	Firm change	Other

Relationships

Registered with (4)

→ SMITH SALLEY WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jul 3, 2014 to presentfactForm ADV
→ WALLINGTON ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jan 10, 2014 to Apr 11, 2014factForm ADV
→ BB&T ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 16, 2006 to Oct 27, 2010factForm ADV
→ DEAN FINANCIAL SERVICESRegistered adviserregistration: previous registration
Nov 1, 2004 to Nov 15, 2006factForm ADV

Dated events

No dated event names this entity yet.