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Tracey Lynn Stefanisko

&Partners

Clayton, MO

Wilmington, DE

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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2024-07-25
NJ RA APPROVED 2024-07-25
  • DE RA
    APPROVED
    Since 2024-07-25
  • NJ RA
    APPROVED
    Since 2024-07-25

Branch Locations

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

3711 Kennett Pike, Suite 205, Wilmington, DE 19807 • 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
Questar Capital Corporation Minneapolis MN 03/2010 07/2024
Roster Financial Voorhees NJ 03/2010 07/2024
Wells Fargo Advisors Llc Berwyn PA 03/2013 11/2016
Wells Fargo Clearing Services, Llc Berwyn PA 11/2016 07/2024
&Partners, Llc Nashville TN 07/2024 Present
  • 03/2010 → 07/2024
    Questar Capital Corporation
    Minneapolis, MN
  • 03/2010 → 07/2024
    Roster Financial
    Voorhees, NJ
  • 03/2013 → 11/2016
    Wells Fargo Advisors Llc
    Berwyn, PA
  • 11/2016 → 07/2024
    Wells Fargo Clearing Services, Llc
    Berwyn, PA
  • 07/2024 → Present
    &Partners, Llc
    Nashville, TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-23
S63 Uniform Securities Agent State Law Examination 2002-07-09
  • S66 Uniform Combined State Law Examination
    2017-04-23
  • S63 Uniform Securities Agent State Law Examination
    2002-07-09
Other Names
  • Tracey Lynn Rines
  • Tracey Lynn Rines
  • Tracey Lynn Mathes

View on SEC IAPD

Other Firms

SINNET CAPITAL MANAGEMENT, LLC
PARKSIDE ADVISORS LLC
LPL ENTERPRISE, LLC
SIXTHIRTY VENTURES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
FOCUS PARTNERS WEALTH, LLC
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

Other Investors

TIMOTHY PAUL HASARA
MARGARET MARY FRIEDHOFF
Tyler Allen Bubolz
Taylor Ann Willhalm
DAVID STUART WEISS
PATRICK CRAWLEY
CHET STEVEN EISENMAYER
Matthew Douglas Schulte

Other Offices

SINNET CAPITAL MANAGEMENT, LLC · CLAYTON, MO
PARKSIDE ADVISORS LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · CLAYTON, MO
LPL ENTERPRISE, LLC · ST. LOUIS, MO
SIXTHIRTY VENTURES · CLAYTON, MO
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CLAYTON, MO
FOCUS PARTNERS WEALTH, LLC · ST. LOUIS, MO
FOCUS PARTNERS WEALTH, LLC · CLAYTON, MO

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