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Stacy Lyn Allen

Edward Jones

Seguin, TX

CRD 4199313

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-09
  • TX RA
    APPROVED
    Since 2021-07-09

Branch Locations

116 S Moss St, Seguin, TX 78155 • 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
Edward Jones Segun TX 02/2018 03/2021
Leander 3T, Llc Leander TX 11/2013 02/2021
Edward Jones St. Louis MO 03/2021 Present
  • 02/2018 → 03/2021
    Segun, TX
  • 11/2013 → 02/2021
    Leander 3T, Llc
    Leander, TX
  • 03/2021 → Present
    St. Louis, MO
Other Businesses

Leander 3T, LLC Type of business: Masonry and stucco Leander, TX Start date: 11/1/2013 Financial Controller Hours per week: 0 Hours during trading: 0 I am no longer employed by this company

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-08
  • S66 Uniform Combined State Law Examination
    2021-07-08
Other Names
  • Stacy Lyn Allen
  • Stacy Miller
  • Stacy Allen
  • Stacy Miller Allen
  • Stacy Lyn Miller

View on SEC IAPD

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