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Stephen Shane Overstreet

Financial Planning Office Of Stephen Overstreet, P.A.

Winter Park, FL

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Current Employers
Financial Planning Office Of Stephen Overstreet, P.A.

Winter Park, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2002-01-02
  • FL RA
    APPROVED
    Since 2002-01-02

Branch Locations

Winter Park, FL • 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
Financial Planning Office Of Stephen Overstreet Winter Springs FL 06/1996 Present
  • 06/1996 → Present
    Financial Planning Office Of Stephen Overstreet
    Winter Springs, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-03-05
  • S65 Uniform Investment Adviser Law Examination
    1997-03-05
Designations
Other Names
  • Stephen Overstreet

View on SEC IAPD

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