Stephanie Lynn Baity

Current Employers

Employment History

• 06/2016 → 02/2018
  Invest Financial Corporation
  Carlisle, PA
• 02/2018 → Present
  Lpl Financial
  Carlisle, PA
• 07/2020 → 05/2022
  Alliance Financial
  Carlisle, PA
• 05/2022 → Present
  Alliance Financial
  Carlisle, PA
• 06/2016 → 07/2020
  Jacqueline L. Powell & Associates, Inc
  Carlisle, PA

Previous Registrations

• 2016-06-24 → 2018-02-14
  Invest Financial Corporation
  Carlisle, PA
• 2015-07-13 → 2016-06-09
  Cetera Wealth Services, Llc
  Carlisle, PA
  Carlisle, PA
  Carlisle, PA
  West Milton, PA
  Carlisle, PA
  Carlisle, PA

Other Businesses

1. 02/14/2018 - Jacqueline L. Powell & Associates, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 6/2016 - 40 Hours Per Month/7 Hours During Securities Trading. 2. 02/14/2018 - US Road Running - Not Investment Related - 4169 N George St., Manchester, PA 17345 - Other - Start Date 4/1/2016 - 15 Hours Per Month/0 Hours During Securities Trading. 3. 7/20/2020 - Alliance Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2020 - 80 Hours Per Month During Securities Trading. 4. 06/21/2022 - Alliance Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 05/25/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading - I provide investment advisory services through Alliance Financial, an independent investment advisor firm. I started this business activity in 5/2022. 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 services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 06/21/2022 - Alliance Financial - DBA: Fox Financial Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 05/25/2022 - 160 Hours Per Month/ 160 Hours During Securities Trading. 6. 11/18/2022 - No Business Name - Not Investment Related - 405 Forge Road Boiling Springs PA 17007 - Other - Poll worker - Poll worker or machine operator - Start Date - 01/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading 7. 01/30/2026 - Carlisle United Methodist Church - Legacy Team Co-Signer - Leadership Council GIVE Chair - 333 South Spring Garden Street Carlisle PA 17015 - Investment Related - Church legacy team member overseeing external investments without management authority - Facilitate quarterly meetings, review investments, provide recommendations to leadership council - 2025-12-31 - 3 Hours Per Month/1 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-10

Designations

Other Names

• Stephanie Lynn Wall
• Stephanie Lynn Peffer