Parker Lee Thompson

Employer firm

Smedley Financial Services Inc CRD 110870

$397M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• ADVICE TO OTHER REGISTERED INVESTMENT ADVISORS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 12/2020
  Brigham Young University
  Provo, UT
• 07/2015 → 07/2017
  Church Of Jesus Christ Of Latter Day Saints
  Salt Lake City, UT
• 08/2017 → 01/2019
  San Diablo Churros
  Draper, UT
• 01/2019 → 05/2020
  Myeducator Llc
  Orem, UT
• 05/2020 → 11/2020
  Fidelity Brokerage Services Llc
  American Fork, UT
• 12/2020 → 02/2021
  Equitable Advisors, Llc
  New York, NY
• 01/2022 → 04/2022
  Outcode Software
  Draper, UT
• 02/2021 → 11/2021
  Myeducator
  Orem, UT
• 04/2022 → 06/2024
  Securities America, Inc.
  Salt Lake City, UT
• 03/2022 → Present
  Smedley Financial Services
  Salt Lake City, UT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Salt Lake City, UT

Other Businesses

1. PT MANAGEMENT & HOLDINGS POSITION: Owner and Manager NATURE: Rental real estate and property management on a property owned INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 3760 S Carlisle Park Pl, Unit 3, South Salt Lake UT 84119, United States DESCRIPTION: Renting out the property to tenants, managing, and maintaining the rental property 2. SMEDLEY FINANCIAL POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 03/30/2022 ADDRESS: 102 S 200 E, Suite 100, Salt Lake City UT 84110, United States DESCRIPTION: Advising and recommending insurance policies for clients 3. SMEDLEY FINANCIAL SERVICES, INC POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 03/30/2022 ADDRESS: 102 S 200 E, Suite 100, Salt Lake City UT 84110, United States DESCRIPTION: Financial planning and advising for clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-15
• S63 Uniform Securities Agent State Law Examination
  2020-09-11

Designations

• Certified Financial Planner

Other Names

• Parker Lee Thompson
• Parker Thompson