Marissa Emily Smith

Current Employers

Employment History

• 03/2013 → 08/2017
  Sycamore Stingrays
  Danville, CA
• 03/2013 → 08/2017
  680 Water Polo Association
  Danville, CA
• 08/2017 → 06/2018
  Unemployed
  Princeton, NJ
• 06/2018 → 08/2018
  Rebecca & George Mcdonald
  Danville, CA
• 08/2018 → 08/2019
  Unemployed
  Princeton, NJ
• 08/2019 → 03/2020
  Princeton School Of Public & International Affairs
  Princeton, NJ
• 10/2019 → 03/2020
  Princeton University
  Princeton, NJ
• 08/2019 → 05/2021
  Princeton University
  Princeton, NJ
• 06/2020 → 08/2020
  Reinvent Stockton Foundation
  Stockton, CA
• 08/2020 → 05/2021
  Princeton Alumni Weekly
  Princeton, NJ
• 05/2021 → 08/2021
  Unemployed
  Fort Rucker, AL
• 07/2020 → Present
  Lyla June Co.
  Mapleton, UT
• 08/2021 → 03/2023
  First Command
  Fort Worth, TX
• 01/2022 → 02/2023
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 01/2022 → 02/2023
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 01/2022 → 02/2023
  First Command Insurance Services, Inc
  Fort Worth, TX
• 03/2023 → 05/2024
  Kinetic Investment Management, Inc.
  Los Angeles, CA
• 05/2021 → 07/2021
  Unemployed
  Mapleton, UT
• 03/2013 → 08/2017
  Sycamore Stringrays
  Danville, CA
• 01/2024 → 06/2024
  Stonebriar Wealth, Llc
  Provo, UT
• 09/2024 → Present
  Portside Wealth Group
  Provo, UT
• 09/2024 → Present
  Hudson Oaks Wealth Management
  Provo, UT
• 09/2024 → Present
  Concorde Investment Services, Llc
  Ann Arbor, MI

Previous Registrations

• 2024-02-20 → 2024-08-02
  Stonebriar Wealth, Llc
  Lehi, UT
• 2023-03-21 → 2024-02-05
  Kinetic Investment Management, Inc.
  Los Angeles, CA
  Provo, UT
• 2022-01-04 → 2023-03-09
  First Command Advisory Services
  Enterprise, AL
  Fort Worth, TX

Other Businesses

1) 07/2020: Lyla June co. Investment-related: No Nature of the other business: distribute orders (stickers and keychains). Co-Owner. The approximate number of hours/month you devote to the other business: 11 - 20 During securities trading hours: None Description of duties: Make and distribute orders (stickers and keychains), respond to messages, and assist in planning social media content. 2) 09/11/2024: Marissa Smith, Insurance agent. DBA Hudson Oaks. Offering fixed life insurance and fixed annuity products. Providing recommendations and products related to Life, Disability, and LTC insurance. Investment related, Full time during trading hours. 11-20 hours/month non-business hours. 1-5 hours/month during business hours. 3) Portside Wealth Management. Investment related. Provo. UT. Registered Investment Advisory Firm. Position: Investment Advisor Rep. Start date: September 2024. Full time during trading hours. 4) Hudson Oaks Wealth Management. Investment related. Provo. UT. DBA for securities related activities. Position: Registered Rep. Start date: September 2024. Full time during trading hours. 5) Allegis Advisor Group. Non-investment related. Senior investment Associate. Insurance Products. Start date 09/13/2024. Provo, UT. 1-5 hours/month during non-business hours. 11-20 hours/month during business hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-10

Other Names

• Marissa Emily Robinson
• Marissa E Webb
• Marissa Emily Webb