Stephanie Lynn Bolles

Current Employers

Employment History

• 01/2013 → 12/2023
  Securities America Advisors
  West Des Moines, IA
• 01/2013 → 12/2023
  Securities America, Inc.
  West Des Moines, IA
• 12/2023 → Present
  Lpl Financial Llc
  West Des Moines, IA

Previous Registrations

• 2013-01-22 → 2023-12-12
  Securities America Advisors, Inc.
  West Des Moines, IA
  West Des Moines, IA
• 2010-07-19 → 2013-01-18
  Householder Group Financial Advisors, Llc
  Van Meter, IA
  Scottsdale, AZ

Other Businesses

1.12/05/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name SA3 WEALTH; Investment Related; at Reported Business Location(s); Start Date 01/12/2012; 160hrs/mth; 8hrs during trading 2.12/05/2023; THE DWARF DEPOT; Other; Not Investment Related; at Reported Business Location(s); Start Date 01/01/2018; 40hrs/mth; 1hrs during trading 3.01/08/2024; DEREK G BOLLES & STEPHANE L BOLLES - RESIDENTIAL REAL ESTATES RENTALS; Real Estate Rental; Investment Related; 6701 W State Route 89A · Sedona,AZ; Start Date 12/05/2023; 1hrs/mth; 0hrs during trading 4.01/09/2024; None; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 12/05/2023; 5hrs/mth; 5hrs during trading 5.08/19/2026; BDSS Financial LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 09/01/2026; 40hrs/mth; 30hrs during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-05
• S63 Uniform Securities Agent State Law Examination
  2002-01-29

Designations

Other Names

• Stephanie Lynn Skoglund