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Stacy Jo Miller

Bayview Financial Planning

Lutz, FL

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Current Employers
Bayview Financial Planning

Lutz, FL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-04
FL RA APPROVED 2024-03-07
  • TX RA
    APPROVED_RES
    Since 2025-03-04
  • FL RA
    APPROVED
    Since 2024-03-07

Branch Locations

Lutz, FL • 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
Bright Investments, Llc Auburn AL 11/2016 11/2023
Wear Blue: Run To Remember Lutz FL 12/2015 11/2016
Lyons View Capital, Llc Auburn AL 11/2022 11/2023
Bayview Financial Planning, Llc Tampa FL 11/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-22
  • S65 Uniform Investment Adviser Law Examination
    2017-05-22
Designations
Other Names
  • Stacy Jo Gay

View on SEC IAPD

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