Daniel Craig Stephen

Current Employers

The Fiduciary Alliance

135 S Main St Suite 600, Greenville, SC 29601 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2026-04-29

TN RA
APPROVED

Since 2026-04-29

Branch Locations

135 S Main St Suite 600, Greenville, SC 29601 • United States

1507 16Th Avenue S, Nashville, TN 37212 • 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

Organization	City	State	From	To
The Fiduciary Alliance	Greenville	SC	04/2026	Present
Stephen & Associates	Nashville	TN	06/1995	Present

04/2026 → Present

The Fiduciary Alliance

Greenville, SC
06/1995 → Present

Stephen & Associates

Nashville, TN

Other Businesses

1) STEPHEN & ASSOCIATES; INVESTMENT RELATED: YES; NASHVILLE, TN; INSURANCE SALES; PRESIDENT AND INSURANCE AGENT; JUNE 1995; UP TO 40 HOURS PER WEEK DURING TRADING HOURS; OPERATE INSURANCE AGENCY CONDUCTING COMMISSIONED SALES OF INSURANCE PRODUCTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-15

S65 Uniform Investment Adviser Law Examination

2026-04-15

View on SEC IAPD

Current Employers

The Fiduciary Alliance

Disclosures

Employment History

Other Businesses

Exams

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