Stephen D Iaconis

Current Employers

Employment History

• 08/2012 → Present
  Lpl Financial, Llc
  Birmingham, AL
• 01/2016 → 08/2021
  Level Four Advisory Services
  Birmingham, AL

Previous Registrations

• 2016-01-07 → 2021-08-31
  Level Four Advisory Services
  Birmingham, AL
  Dallas, TX
• 2012-08-20 → 2016-01-07
  Bridgeworth Wealth Management
  Birmingham, AL
• 2002-03-13 → 2012-08-20
  Osaic Fa, Inc.
  Lexington, KY
  Birmingham, AL
  Birmingham, AL

Other Businesses

1.04/29/2013; Insurance Distributor; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/26/2013; hrs/mth; hrs during trading 2.04/29/2013; Dixon Wells; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/26/2013; hrs/mth; hrs during trading 3.01/11/2017; Guardian/Ashford Advisors; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/10/2017; 1hrs/mth; 0hrs during trading 4.09/02/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Financial Advice and Consulting, LLC; Investment Related; at Reported Business Location(s); Start Date 09/01/2021; 160hrs/mth; 6hrs during trading 5.02/22/2024; The Ohlson Group Insurance Agency; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 11/30/2023; 1hrs/mth; 0hrs during trading 6.05/26/2026; Insurance Agent; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/26/2013; 5hrs/mth; 5hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2001-10-29

Designations