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Stephanie Michelle Porter

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-09-25
  • CA RA
    APPROVED
    Since 2024-09-25

Branch Locations

2565 W Chandler Blvd, Chandler, AZ 85224 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Chandler AZ 05/2022 05/2024
Wells Fargo Bank, Na Chandler AZ 04/2019 05/2024
Skechers Palmdale CA 06/2016 04/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 08/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-09
S63 Uniform Securities Agent State Law Examination 2022-08-12
  • S65 Uniform Investment Adviser Law Examination
    2023-05-09
  • S63 Uniform Securities Agent State Law Examination
    2022-08-12
Other Names
  • Stephanie Michelle Porter
  • Stephanie Porter

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

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