Stacy Lynn Coldwell

Current Employers

Employment History

• 07/2016 → 05/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Easton, MD
• 07/2016 → 05/2017
  Bank Of America, N.A.
  Easton, MD
• 04/2019 → 01/2025
  Pnc Investments
  Pittsburgh, PA
• 05/2017 → 04/2019
  Homemaker
  Ridgley, MD
• 01/2025 → Present
  Lpl Financial, Llc
  Lewes, DE

Previous Registrations

• 2019-05-02 → 2025-01-10
  Pnc Wealth Management Llc
  Denton, MD
  Chestertown, MD
  Salisbury, MD
  Easton, MD
  Chester, MD
• 2016-07-27 → 2017-05-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Easton, MD
• 2015-11-05 → 2016-01-19
  Questar Asset Management, Inc.
  Ridgely, MD
  Minneapolis, MN
• 2012-11-27 → 2014-06-19
  Bb&T Investment Services, Inc.
  Greensboro, MD
  Charlotte, NC
  Easton, MD
  Salisbury, MD
  Chestertown, MD
  Centreville, MD
• 2002-04-18 → 2010-12-17
  Charles Schwab & Co., Inc.
  Annapolis, MD
  Annapolis, MD

Other Businesses

1)01/08/2025 - Sussex Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 1/2/2025 - 160hrs/mnth 8hrs during Trading 2)01/08/2025 - Stacy Coldwell Real Estate Rental - Inv Rel- McHenry, MD - Start: 12/19/2023 - 1 Hr/Mth 3) 03/04/2025- Momentum Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/28/2025 0hrs/mnth 0hrs during Trading 4. 09/22/2025 - Stacy Coldwell Investments Services LLC - Business Entity For Tax/Investment Purposes Only - Non INV Related- At Reported Business Location(s)- Start date 08/27/2025 2hrs/mnth 0hrs during Trading

Exams

• S66 Uniform Combined State Law Examination
  2000-05-31

Other Names

• Stacy Lyn Jeffers
• Stacy Lynn Jeffers