Stephanie Lynn Smith

Current Employers

Employment History

• 08/2010 → 04/2021
  Raymond James & Associates, Inc.
  Holland, MI
• 02/2021 → Present
  West Michigan Advisors, Llc
  Holland, MI
• 04/2021 → 11/2022
  Cantella & Co., Inc.
  Malden, MA
• 11/2022 → Present
  Level Four Financial, Llc
  Dallas, TX

Previous Registrations

• 2012-04-27 → 2021-04-08
  Raymond James & Associates, Inc.
  Holland, MI
  Holland, MI

Other Businesses

(1.) Stephanie Smith is dually registered as an Investment Advisor Representative with West Michigan Advisors, LLC ("WMA" - since 02/2021) and Registered Representative with Level Four Financial, LLC (since 11/14/2022). Business is conducted from 301 Hoover Blvd Suite 300 Holland MI 49423. Approximately 75% of Mr. Smith's time will be for services as an Investment Advisor Representative and 25% as a Registered Representative. For her duties under the RIA, she is the COO and Client Operations Specialist. This name is also used as a DBA. All securities business done through Level Four Financial flows through this entity. 160 Hours Per Month, 120 during trading hours. (2.) Insurance Sales - Agent, Sale and service of various lines of non-securities insurance products and/or fixed annuities through various carriers. About 2 hours per month are devoted to this during trading hours. Start Date 10/22/20. (3.) Tamarisk Capital Management, RIA, started 12/04/2025, Investment Related. Stephanie Smith provides administrative support to the firm's managing members and devotes approximately 2 hours per month, during market trading hours, to this entity. Tamarisk Capital is located at 305 Hoover Blvd Suite 100 Holland MI 49423.

Exams

• S66 Uniform Combined State Law Examination
  2012-04-24

Other Names

• Stephanie Lynn Watjer