Stacey Lynel Cole

Current Employers

Employment History

• 02/2007 → 01/2020
  Bank Of America, Na
  Winter Park, FL
• 04/2022 → 06/2024
  Alphaq Advisors, Llc D/B/A Haven Private
  Orlando, FL
• 01/2020 → 04/2022
  Fieldpoint Private Securities Llc
  Orlando, FL
• 04/2022 → Present
  Elevate Iv, Llc
  Orlando, FL
• 03/2023 → Present
  Topper Hill, Llc D/B/A Topper Hill Group
  Orlando, FL
• 03/2023 → Present
  Enclave Risk Management, Llc
  Orlando, FL
• 12/2023 → Present
  Haven Private, Llc
  Orlando, FL
• 07/2024 → 08/2024
  Alphaq Advisors, Llc
  Orlando, FL
• 06/2025 → Present
  Intentionalize, Llc
  Orlando, FL

Previous Registrations

• 2022-04-07 → 2024-07-03
  Alphaq Advisors
  Winter Park, FL
• 2020-08-31 → 2022-04-07
  Dominari Securities Llc
  New York, NY
  Orlando, FL

Other Businesses

Florida Bar Association-Real Property Probate Trust and Law Section. NOT Investment related. 651 E. Jefferson Street, Tallahassee, FL 32301. This organization is a section of the Florida bar engaged in activities related to proposed legislation related to estates, trusts and guardianship law. Participating member. Start Date: 9/1994. 10 Hours per month/5 hours per month during market hours. Responsibilities include (i) executive council member voting on items related to proposed legislation; (ii) Vice chair of educational committee; (iii) Member of trust law, fiduciary litigation and probate law committees.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-31

Other Names

• Stacey Cole Rosenthal
• Stacey Cole Lachicotte
• Stacy Lynel Cole