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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-03-28
FL RA APPROVED 2022-09-22
TX RA APPROVED 2017-11-10
AL RA APPROVED 2017-10-30
  • MS RA
    APPROVED
    Since 2025-03-28
  • FL RA
    APPROVED
    Since 2022-09-22
  • TX RA
    APPROVED
    Since 2017-11-10
  • AL RA
    APPROVED
    Since 2017-10-30

Branch Locations

2301 Se Monterey Rd, Stuart, FL 34996 • United States

Pike Road, AL • United States

4001 Carmichael Rd, Montgomery, AL 36106 • United States

4725 Whitesburg Dr Se, Huntsville, AL 35802 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Montgomery AL 11/2016 Present
Bb&T Prattville AL 09/2013 11/2016
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-27
  • S66 Uniform Combined State Law Examination
    2017-10-27
Other Names
  • Stephanie Wilson Lane
  • Stephanie Lee Wilson
  • Stephanie Whorf
  • Stephanie Lee Whorf

View on SEC IAPD

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