Stephanie Ann Sammons

Current Employers

Sammons Wealth

12720 Hillcrest Road Suite 600, Dallas, TX 75230 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-03-22

TX RA
APPROVED

Since 2017-03-22

Branch Locations

12720 Hillcrest Road Suite 600, Dallas, TX 75230 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wired Advisor, Llc D/B/A Sammons & Co.	Dallas	TX	01/2010	12/2022
Sammons Wealth Management Llc	Dallas	TX	12/2016	Present

01/2010 → 12/2022

Wired Advisor, Llc D/B/A Sammons & Co.

Dallas, TX
12/2016 → Present

Sammons Wealth Management Llc

Dallas, TX

Previous Registrations

2006-08-18 → 2009-06-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX

Denver, CO
1995-09-01 → 2006-09-05

Ubs Financial Services Inc.

Denver, CO

Denver, CO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-09-01
S63	Uniform Securities Agent State Law Examination	1995-08-30

S65 Uniform Investment Adviser Law Examination

1995-09-01
S63 Uniform Securities Agent State Law Examination

1995-08-30

Designations

Other Names

Stephanie A Sammons

View on SEC IAPD

Current Employers

Sammons Wealth

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews