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Stephanie N Loeffel

Ascend Financial

Scituate, MA

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Current Employers
Ascend Financial

Scituate, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-07-03
  • MA RA
    APPROVED
    Since 2023-07-03

Branch Locations

Scituate, MA • 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
Math Tutor Scituate MA 01/2015 Present
Jenkins Parent Teacher Organization Scituate MA 09/2015 06/2019
Gates Parent Teacher Organization Scituate MA 09/2018 06/2022
Boston University Center For Professional Education Boston MA 06/2017 07/2019
Scituate Community Christmas Scituate MA 10/2019 Present
Mdonovan Financial Rockland MA 10/2019 08/2022
Ascend Financial Llc Scituate MA 10/2022 Present
  • 01/2015 → Present
    Math Tutor
    Scituate, MA
  • 09/2015 → 06/2019
    Jenkins Parent Teacher Organization
    Scituate, MA
  • 09/2018 → 06/2022
    Gates Parent Teacher Organization
    Scituate, MA
  • 06/2017 → 07/2019
    Boston University Center For Professional Education
    Boston, MA
  • 10/2019 → Present
    Scituate Community Christmas
    Scituate, MA
  • 10/2019 → 08/2022
    Mdonovan Financial
    Rockland, MA
  • 10/2022 → Present
    Ascend Financial Llc
    Scituate, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-01
  • S65 Uniform Investment Adviser Law Examination
    2022-11-01
Designations
Other Names
  • Stephanie Adams Newhall

View on SEC IAPD

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