Lydia C Stephens

Current Employers

Employment History

• 11/2011 → 07/2019
  Next Financial Group, Inc
  Waverly Hall, GA
• 07/2019 → 10/2024
  American Portfolios Financial Services Inc.
  Holbrook, NY
• 07/2019 → 10/2024
  American Portfolios Advisors
  Holbrook, NY
• 10/2024 → 08/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 08/2025 → Present
  United Advisor Group
  Waverly Hall, GA

Previous Registrations

• 2024-10-11 → 2025-08-28
  Osaic Wealth, Inc.
  Chattanooga, TN
  Waverly Hall, GA
  Scottsdale, AZ
• 2019-07-09 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2011-11-28 → 2019-07-09
  Next Financial Group, Inc.
  Houston, TX
  Waverly Hall, GA
  Houston, TX
• 2006-01-18 → 2011-11-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, GA

Other Businesses

1) BHT WEALTH MANAGEMENT, NATURE: DBA for insurance business. INVESTMENT RELATED: NO NUMBER OF HOURS PER MONTH DEVOTED TO OTHER BUSINESS 10-20 HOURS HOURS DEVOTED PER MONTH TO OTHER BUSINESS DURING SECURITIES TRADING HOURS 10-20 APPROXIMATE PERCENTAGE OF TIME SPENT ON CONDUCTING THIS BUSINESS 10% START DATE: 11/18/2011 ADDRESS: 280 O'Neal Drive, Waverly Hall GA 31831, United States DESCRIPTION: Offer securities and investment advisory services 2. APA ACTIVITY TYPE-IAR OTHER BUSINESS NAME -APA NATURE OF BUSINESS ASSOCIATION-ADVISORY BUSINESS-IAR NUMBER OF HOURS PER MONTH DEVOTED TO OTHER BUSINESS-TBD APPROXIMATE NUMBER OF HOURS PER MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS TBD APPROXIMATE PERCENTAGE OF TIME SPENT CONDUCTING ACTIVITY-TBD

Exams

• S66 Uniform Combined State Law Examination
  2006-01-11

Other Names

• Lydia C Stewart
• Lydia Copley