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Stephanie Felts Stumpf

Wealthcrossing

Richmond, VA

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Current Employers
Wealthcrossing

1001 Haxall Point Suite 705, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2006-12-01
  • VA RA
    APPROVED
    Since 2006-12-01

Branch Locations

1001 Haxall Point Suite 705, Richmond, VA 23219 • 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
Sbk Financial, Inc. Richmond VA 03/2006 Present
  • 03/2006 → Present
    Sbk Financial, Inc.
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-30
  • S65 Uniform Investment Adviser Law Examination
    2006-11-30
Designations
Other Names
  • Stephanie Felts Stumpf
  • Stephanie Lynn Felts

View on SEC IAPD

Other Firms

TAYLOR HOFFMAN CAPITAL MANAGEMENT
WEALTHCARE CAPITAL MANAGEMENT LLC
WEST TOWER GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

BRANDON CHRISTOPHER TAYLOR
GABRIEL CHRISTOPHER HOFFMAN
RAYMOND ZSOLT KANYO
KEVIN LAURENCE LONDON
CHRISTOPHER HARRISON HESSENFLOW
AUDREY SANDERS
EDWARD GARRETT WIRWILLE
JOHN JOSEPH SCHLICHTING

Other Offices

TAYLOR HOFFMAN CAPITAL MANAGEMENT · RICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC · RICHMOND, VA
WEST TOWER GROUP, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
AMERIPRISE FINANCIAL SERVICES, LLC · RICHMOND, VA
WELLS FARGO CLEARING SERVICES, LLC · RICHMOND, VA
CETERA INVESTMENT ADVISERS LLC · RICHMOND, VA
UBS FINANCIAL SERVICES INC. · RICHMOND, VA

More in Richmond, VA

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