DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

Erin Michele Smith

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Leesburg, VA | Middleburg, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cf54e321-c1dc-2c37-1f65-bbbb8e81759b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 21, 2004 to Sep 15, 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: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S66
First exam: Jan 15, 2001
First registration: Jan 21, 2004
Dual registered: yes, broker-dealer
Other names: ERIN MICHELLE SMITH|ERIN MICHELE SMITH|ERIN KERSHNER|ERIN MICHELE KERSHNER
IAPD individual key: 4275977

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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Apr 1, 2024	n/a	yes	Leesburg, VA\|Middleburg, VA	Current employment
ACCORDANT ADVISORY GROUP, INC.	Independent wealth	Jul 3, 2012	Apr 1, 2024	no	ANNAPOLIS, MD\|FAIRFAX, VA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 2, 2009	Jul 3, 2012	no	FAIRFAX, VA	Previous registration
SUMMIT WEALTH MANAGEMENT, LLC	n/a	Jan 21, 2004	Apr 2, 2004	no	SPRINGFIELD, VA	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
ACCORDANT ADVISORY GROUP, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Apr 1, 2024	Apr 1, 2024	0	Firm change	RIA to ibd
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	ACCORDANT ADVISORY GROUP, INC.	Jul 3, 2012	Jul 3, 2012	0	Firm change	Other
SUMMIT WEALTH MANAGEMENT, LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Apr 2, 2004	Jan 2, 2009	1,736	Firm change after gap	Other

Relationships

Registered with (3)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 2, 2009 to Jul 3, 2012factForm ADV
→ ACCORDANT ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Jul 3, 2012 to Apr 1, 2024factForm ADV
→ SUMMIT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 21, 2004 to Apr 2, 2004factForm ADV

Dated events

Occurred
Apr 1, 2024
Advisor changed firm
Erin Michele Smith left Accordant Advisory Group, Inc. for Raymond James Financial Services Advisors, Inc (registered 2024-04-01)
Form ADVobserved 4 days ago