DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Erin Michelle Smith

Sanctuary Advisors, LLCBD affiliatedFort Worth, Txdual registrantIAPD 4535111

Feed of 09/14/2026

Also filed as Erin Michelle Smith

At current firm

1 y

since Aug 5, 2025

In the industry

22 y

since Oct 1, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Sanctuary Advisors, LLC BD affiliated current
since Aug 5, 2025 · Fort Worth, Tx
Truist Advisory Services, Inc. BD affiliated
Feb 17, 2021 to Aug 5, 2025 · Atlanta, Ga
Bb&T Securities, LLC former
Jun 18, 2018 to Feb 17, 2021 · Dallas, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 1, 2003 to Dec 15, 2017 · Fort Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

Truist Advisory Services, Inc. to Sanctuary Advisors, LLC
left Aug 5, 2025, registered Aug 5, 2025 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
Bb&T Securities, LLC to Truist Advisory Services, Inc.
left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Bb&T Securities, LLC
left Dec 15, 2017, registered Jun 18, 2018 (185 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Erin Michelle Smith left Truist Advisory Services, Inc. for Sanctuary Advisors, Llc (registered 2025-08-05)
Aug 5, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address