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David Smith

Private Wealth Manager | CFP | CRPC | AIF

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Upstream Investment Partners is independently owned and operated.

Securities offered through Sigma Financial Corporation; Member FINRA/SIPC

Investment Advisory Services offered through Sigma Planning Corporation, a Registered Investment Advisor.

David Smith, CFP®, CRPC®, AIF®

Address: 14881 Quorum Drive, Suite 430
Dallas, TX 75254
Email: [email protected]
Phone: (972) 865-6944

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