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Wildwood, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-27 |
| MO | RA | APPROVED | 2017-10-25 |
| NM | RA | APPROVED | 2017-10-25 |
| TX | RA | APPROVED | 2017-09-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Independent Advisory Services, Inc. | Tulsa | OK | 03/2012 | 09/2016 |
| Royal Alliance Associates, Inc. | Texarkana | TX | 11/2015 | 09/2016 |
| Mrm Asset Allocation Group, Inc. | St. Louis | MO | 09/2016 | 04/2023 |
| Pathfinserv Llc | Wildwood | MO | 08/2017 | Present |
As an Enrolled Agent, I prepare tax returns for clients and charge an average of $90/hour for tax return preparation. In addition, I am a life, health and disability insurance agent that places policies for clients. I may get up front and/or recurring commissions for these insurance activities. Stephanie is also a Licensed Real Estate Agent in the State of Missouri.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-17 |
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