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Tracey Alden Devine

Saratoga Research & Investment Management

Ponte Vedra, FL

Saratoga, CA

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Current Employers
Saratoga Research & Investment Management

14471 Big Basin Way, Suite E, Saratoga, CA 95070 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-11-30
CA RA APPROVED 2022-11-02
  • FL RA
    APPROVED
    Since 2022-11-30
  • CA RA
    APPROVED
    Since 2022-11-02

Branch Locations

Ponte Vedra, FL • United States

14471 Big Basin Way, Suite E, Saratoga, CA 95070 • 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
Suntrust Advisory Services Ponte Vedra Beach FL 11/2016 09/2022
Suntrust Bank Ponte Vedra Beach FL 03/2014 09/2022
Saratoga Research & Investment Management Saratoga CA 09/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-16
  • S65 Uniform Investment Adviser Law Examination
    2016-12-16
Other Names
  • Tracey Alden Carter
  • Tracey Alden Houghton

View on SEC IAPD

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