Kaana Smith is an investment adviser representative (IAR) with state registration records since 2017, appearing at 5 firms. Currently registered with NEW YORK LIFE INVESTMENT MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2024-06-18 | present | Yes |
| EDWARD D. JONES & CO., L.P. | 2022-12-19 | 2023-03-21 | — |
| BANGERTER FINANCIAL SERVICES, INC. | 2022-03-18 | 2022-09-02 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-10-15 | 2022-01-31 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2017-07-07 | 2021-08-12 | — |