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Bonnie Lee Boyd

Stephens

Memphis, TN

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Current Employers
Stephens

111 Center St, Little Rock, AR 72201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-02
TN RA APPROVED 2025-12-26
  • TX RA
    APPROVED_RES
    Since 2026-01-02
  • TN RA
    APPROVED
    Since 2025-12-26

Branch Locations

6075 Poplar Avenue Crescent Center, Memphis, TN 38119 • 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
Wfg Investments, Inc. Memphis TN 12/2011 09/2017
Kestra Investment Services, Llc Memphis TN 09/2017 12/2025
Kestra Advisory Services, Llc Memphis TN 09/2017 12/2025
Stephens Memphis TN 12/2025 Present
  • 12/2011 → 09/2017
    Wfg Investments, Inc.
    Memphis, TN
  • 09/2017 → 12/2025
    Kestra Investment Services, Llc
    Memphis, TN
  • 09/2017 → 12/2025
    Kestra Advisory Services, Llc
    Memphis, TN
  • 12/2025 → Present
    Stephens
    Memphis, TN
Previous Registrations
  • 2017-09-11 → 2025-12-18
    Kestra Advisory Services, Llc
    Memphis, TN
    Austin, TX
  • 2011-12-20 → 2017-09-01
    Wfg Advisors, Lp
    Memphis, TN
  • 2009-06-01 → 2011-12-21
    Morgan Stanley
    Memphis, TN
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Memphis, TN
    Salinas, CA
  • 1998-11-02 → 2007-04-02
    Morgan Stanley Dw Inc.
    Salinas, CA
    Salinas, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-28
S63 Uniform Securities Agent State Law Examination 1997-06-27
  • S65 Uniform Investment Adviser Law Examination
    1998-10-28
  • S63 Uniform Securities Agent State Law Examination
    1997-06-27
Other Names
  • Bonnie Lee Krall
  • Bonnie Lee Thorsell

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
NEWSOUTH CAPITAL MANAGEMENT INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
B. RILEY WEALTH ADVISORS, INC.
INDEPENDENT FINANCIAL GROUP, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Other Investors

Lisa Gail Barker
CHADWICK JACKSON MYERS
MARGARET MCCARVER
DEANNA NICOLE MUSSO
ROBERT BRIAN REECE
MARTY CARLIS GREEN
MONICA BETH WIESEL
CHARLES DALE WATSON

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
NEWSOUTH CAPITAL MANAGEMENT INC · MEMPHIS, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
PRIVATE ADVISOR GROUP, LLC · Memphis, TN
LPL FINANCIAL LLC · MEMPHIS, TN
B. RILEY WEALTH ADVISORS, INC. · Memphis, TN

More in Memphis, TN

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