Stephen Harper

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-08-27

Branch Locations

Rochester, NY • United States

400 Meridian Centre Suite 110, Rochester, NY 14618 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Esl Federal Credit Union	Rochester	NY	05/2021	08/2021
Cedarville University, Houghton University, And Rit	Rochester	NY	08/2018	08/2023
Family, Wealth & Legacy, Llc.	Rochester	NY	08/2024	Present
Farm Credit East	Geneva	NY	09/2023	06/2024
Taco Bell	Rochester	NY	02/2023	02/2023
Houghton University	Houghton	NY	02/2021	03/2022
Grade School	Rochester	NY	09/2005	05/2018
Osaic Wealth, Inc	Rochester	NY	03/2025	Present

05/2021 → 08/2021

Esl Federal Credit Union

Rochester, NY
08/2018 → 08/2023

Cedarville University, Houghton University, And Rit

Rochester, NY
08/2024 → Present

Family, Wealth & Legacy, Llc.

Rochester, NY
09/2023 → 06/2024

Farm Credit East

Geneva, NY
02/2023 → 02/2023

Taco Bell

Rochester, NY
02/2021 → 03/2022

Houghton University

Houghton, NY
09/2005 → 05/2018

Grade School

Rochester, NY
03/2025 → Present

Osaic Wealth, Inc

Rochester, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-21

Other Firms