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James Randy Smith

Vitality Wealth

Idaho Falls, ID

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Current Employers
Vitality Wealth

1075 S. Utah Ave. Suite 354, Idaho Falls, ID 83402 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-02-26
  • ID RA
    APPROVED
    Since 2025-02-26

Branch Locations

1075 S. Utah Ave. Suite 354, Idaho Falls, ID 83402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Level Financial Advisors Amherst NY 06/2020 04/2021
Aspen Capital Management, Llc Boise ID 04/2021 02/2025
Utah State University Logan UT 08/2016 06/2020
Family First Financial Planning Stuart FL 09/2018 08/2019
Vitality Wealth Llc Meridian ID 12/2024 Present
  • 06/2020 → 04/2021
    Level Financial Advisors
    Amherst, NY
  • 04/2021 → 02/2025
    Aspen Capital Management, Llc
    Boise, ID
  • 08/2016 → 06/2020
    Utah State University
    Logan, UT
  • 09/2018 → 08/2019
    Family First Financial Planning
    Stuart, FL
  • 12/2024 → Present
    Vitality Wealth Llc
    Meridian, ID
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-27
  • S65 Uniform Investment Adviser Law Examination
    2021-08-27
Designations

View on SEC IAPD

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ARKADIOS WEALTH ADVISORS
COOPER NORMAN WEALTH, LLC

Other Investors

HUMBERTO RAFAEL PEREZ
Samuel Hobbs Bird
Cutler Dee Gneiting
DIRK THOMPSON MURRAY
MELISSA DAVIS
Jessica Jo Smith
BRIAN RONALD NELSON
BLAYNE ALLEN ANDERSEN

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Idaho Falls, ID
WELLS FARGO CLEARING SERVICES, LLC · Idaho Falls, ID
EDWARD JONES · IDAHO FALLS, ID
SENTINEL WEALTH STRATEGIES · IDAHO FALLS, ID
STRAIGHT LINE INVESTMENT GROUP, LLC · IDAHO FALLS, ID
LPL FINANCIAL LLC · IDAHO FALLS, ID
ARKADIOS WEALTH ADVISORS · Idaho Falls, ID
COOPER NORMAN WEALTH, LLC · IDAHO FALLS, ID

More in Idaho Falls, ID

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