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Stephanie Elaine Williams

Tfr Capital

Plano, TX

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Current Employers
Tfr Capital

5830 Granite Pkwy Suite 200, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-12
  • TX RA
    APPROVED
    Since 2024-11-12

Branch Locations

5830 Granite Pkwy Suite 200, Plano, TX 75024 • 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
Envestnet Asset Management Addison TX 10/2014 06/2019
Homemaker Frisco TX 07/2019 09/2023
Tfr Wealth / Scf Plano TX 09/2023 01/2024
Tfr Wealth / Scf Plano TX 01/2024 11/2024
Tfr Capital Plano TX 11/2024 Present
  • 10/2014 → 06/2019
    Envestnet Asset Management
    Addison, TX
  • 07/2019 → 09/2023
    Homemaker
    Frisco, TX
  • 09/2023 → 01/2024
    Tfr Wealth / Scf
    Plano, TX
  • 01/2024 → 11/2024
    Tfr Wealth / Scf
    Plano, TX
  • 11/2024 → Present
    Tfr Capital
    Plano, TX
Previous Registrations
  • 2024-01-03 → 2024-12-31
    Scf Investment Advisors, Inc.
    Plano, TX
  • 2015-02-25 → 2019-11-21
    Envestnet Pmc
    Addison, TX
    Berwyn, PA
  • 2005-06-08 → 2014-12-31
    Placemark Investments, Inc.
    Dallas, TX
    Addison, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-06
S63 Uniform Securities Agent State Law Examination 2000-08-18
  • S66 Uniform Combined State Law Examination
    2005-06-06
  • S63 Uniform Securities Agent State Law Examination
    2000-08-18
Designations
Other Names
  • Timmons

View on SEC IAPD

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Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
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