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

FORTHRIGHT CAPITAL

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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65

First exam

Mar 31, 2023

First registration

Mar 31, 2023

Dual registered

no

IAPD individual key

7485463

• Occurred

  Apr 29, 2024
  Advisor changed firm

  Quinten Smith left Mutual Of Omaha Investor Services, Inc. for Forthright Capital (registered 2024-04-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e92f9ce9-8c8d-a700-5172-9828acc7fdc4

First observed

Mar 31, 2023

Last observed

Sep 15, 2026 6 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.