Best Investors Account Sign in
Inactive

Stephanie Lynn West

Truedge Asset Management LLC

Indianapolis, IN

Claim This Profile
Current Employers
Truedge Asset Management Llc

9000 Keystone Crossing 7Th Floor, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-11-13
  • IN RA
    APPROVED
    Since 2024-11-13

Branch Locations

9000 Keystone Crossing 7Th Floor, Indianapolis, IN 46240 • 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
City Securities Corporation Indianapolis IN 01/2013 07/2017
David A. Noyes Indianapolis IN 07/2017 10/2019
Wallington Asset Management Indianapolis IN 10/2019 11/2019
Sbc Wealth Management Indianapolis IN 11/2019 01/2022
Great Point Capital, Llc Carmel IN 01/2022 10/2022
Igm Brokerage Indianapolis IN 07/2023 05/2024
Ix Securities New York NY 11/2022 07/2023
Blue Diamond Securities Of America Indianapolis IN 06/2025 Present
Bristal Lane Group Indianapolis IN 01/2022 Present
  • 01/2013 → 07/2017
    City Securities Corporation
    Indianapolis, IN
  • 07/2017 → 10/2019
    David A. Noyes
    Indianapolis, IN
  • 10/2019 → 11/2019
    Wallington Asset Management
    Indianapolis, IN
  • 11/2019 → 01/2022
    Sbc Wealth Management
    Indianapolis, IN
  • 01/2022 → 10/2022
    Great Point Capital, Llc
    Carmel, IN
  • 07/2023 → 05/2024
    Igm Brokerage
    Indianapolis, IN
  • 11/2022 → 07/2023
    Ix Securities
    New York, NY
  • 06/2025 → Present
    Blue Diamond Securities Of America
    Indianapolis, IN
  • 01/2022 → Present
    Bristal Lane Group
    Indianapolis, IN
Previous Registrations
  • 2023-09-05 → 2025-07-08
    Alpha Beta Gamma Wealth Management
    Palm Beach Gardens, FL
    Indianapolis, IN
Other Businesses

Senior Consultant with Bristal Lane Group, LLC. Operational and compliance Support for the financial Services industry in Indianapolis, IN.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-19
S63 Uniform Securities Agent State Law Examination 2022-04-22
  • S66 Uniform Combined State Law Examination
    2023-05-19
  • S63 Uniform Securities Agent State Law Examination
    2022-04-22
Other Names
  • Stephanie Lynn West
  • Stephanie Lynn Smith

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor