Alexa Julianne Steffens

Current Employers

Employment History

• 11/2023 → 02/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2022 → 02/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2019 → 08/2019
  Focalpointe Consulting
  Bellevue, WA
• 05/2021 → 08/2021
  Lio Insurance
  Conshohocken, PA
• 02/2023 → Present
  Eastside Catholic Middle School
  Sammamish, WA
• 11/2013 → 07/2019
  Unemployed
  Sammamish, WA
• 05/2020 → 08/2021
  Unemployed
  Sammamish, WA
• 08/2019 → 05/2023
  Univesity Of Louisville
  Louisville, KY
• 04/2024 → 02/2025
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 02/2025 → Present
  Freestone Capital Management, Llc
  Seattle, WA

Previous Registrations

• 2024-04-02 → 2025-02-06
  Cambridge Investment Research Advisors, Inc.
  Bellevue, WA

Other Businesses

1) EASTSIDE CATHOLIC MIDDLE SCHOOL, 232 228TH AVE SE, SAMMAMISH, WA, 02/2023, LACROSSE COACH, NIR, 24 HR/MO, 0 HR/MO TRADING. 2) LIO INSURANCE, 300 CONSHOHOCKEN STATE RD, STE 235, CONSHOHOCKEN, PA, 12/2023, TECH SUPPORT, NIR, 40 HR/MO, 30 HR/MO TRADING. 3) PERRY L. SMITH CONSULTING, 40 LAKE BELLEVUE DR, STE 100, BELLEVUE, WA, 6/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR/MO, 3 HR/MO TRADING. 4) PERRY L. SMITH CONSULTING LLC, 40 LAKE BELLEVUE DR, STE 100, BELLEVUE, WA, 06/2023, WEALTH AND TAX PLANNING, INV REL, 40 HR/MO, 3 HR/MO TRADING. 5) PERRY L. SMITH, REAL ESTATE BROKER, 40 LAKE BELLEVUE DR, STE 100, BELLEVUE, WA, 06/2023, REAL ESTATE ASSOCIATE, NIR, 10 HR/MO, 4 HR/MO TRADING. 6) RYAN LANHAM, 4190 S LEANATO AVE, MERIDIAN, ID, 03/2024, TECH SUPPORT, NIR, 12 HR/MO, 0 HR/MO TRADING. 7) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 04/2024 AS ADVISORY REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING. 8) ALEXA STEFFENS, 232 228TH AVE SE, SAMMAMISH, WA, 05/2024, LACROSSE COACH, NIR, 8 HR/MO, 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-25