Stacey Ann Wescoat

Current Employers

Employment History

• 05/2012 → 01/2022
  Edward Jones
  St. Louis, MO
• 01/2022 → 08/2024
  Morgan Stanley Smith Barney Llc
  Poplar Bluff, MO
• 03/2022 → 08/2024
  Morgan Stanley Private Bank, N.A
  New York, NY
• 08/2024 → Present
  Lpl Financial Llc
  New Madrid, MO
• 08/2024 → Present
  Convergence Financial
  New Madrid, MO
• 03/2022 → 08/2024
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2022-01-06 → 2024-08-16
  Morgan Stanley
  Poplar Bluff, MO
• 2013-02-11 → 2022-01-07
  Edward Jones
  St Louis, MO
  New Madrid, MO
  New Madrid, MO

Other Businesses

1- 08/2024 / WESCOAT WEALTH MANAGEMENT / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)/ Start Date 08/15/2024 - 160 hours per month/ 8 hours during trading 2- 08/14/2024 - CONVERGENCE FINANCIAL LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/15/2024 - 12 Hours Per Month/ 1 Hour During Trading - I provide investment advisory services through CONVERGENCE FINANCIAL LLC, an independent investment advisor firm. I started this business activity in 8/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3- 05/13/2025 - SAW Property Management - Investment Related - Real Estate Rental - Madrid, MO - Start Date: 06/02/2025 - 5 Hrs/Mth - 0 Hrs During Trading. 4- 06/15/2026 - Stacey Wescoat - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/28/2026 - 1 hour per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2013-02-08

Other Names

• Stacey Ann Wescoat
• Stacey Wescoat Hutcherson
• Stacey Ann Wescoat
• Stacey Wescoat Nesselrodt