# Kaana Smith

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NEW YORK LIFE INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/109591) | 2024-06-18 | present | Yes |
| [EDWARD D. JONES & CO., L.P.](https://search.stillhousedata.com/firm/250) | 2022-12-19 | 2023-03-21 | — |
| [BANGERTER FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/171939) | 2022-03-18 | 2022-09-02 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2021-10-15 | 2022-01-31 | — |
| [VALIC FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/42803) | 2017-07-07 | 2021-08-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2316653)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2316653.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.