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Stephen Mandracchia

Tulip Financial Planning LLC

Harvest, AL

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Current Employers
Tulip Financial Planning Llc

Harvest, AL • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-05-29
AZ RA APPROVED 2025-05-13
  • AL RA
    APPROVED
    Since 2026-05-29
  • AZ RA
    APPROVED
    Since 2025-05-13

Branch Locations

Harvest, AL • 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
Charles Schwab & Co., Inc. Phoenix AZ 03/2018 04/2019
Our Lady Of Mt. Carmel Catholic School Tempe AZ 09/2014 04/2017
Empower College Prep Phoenix AZ 10/2016 01/2017
State Farm Tempe AZ 05/2017 03/2018
Arizona State University Tempe AZ 01/2016 12/2017
Amerprise Peoria AZ 05/2019 11/2019
Morgan Stanley Chandler AZ 11/2019 11/2020
Ironwood Investment Counsel Scottsdale AZ 11/2020 09/2023
Dew Wealth Management Scottsdale AZ 09/2023 02/2025
Entrewealth, Llc Phoenix AZ 02/2025 03/2025
Tulip Financial Planning Llc Phoenix AZ 03/2025 Present
  • 03/2018 → 04/2019
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 09/2014 → 04/2017
    Our Lady Of Mt. Carmel Catholic School
    Tempe, AZ
  • 10/2016 → 01/2017
    Empower College Prep
    Phoenix, AZ
  • 05/2017 → 03/2018
    State Farm
    Tempe, AZ
  • 01/2016 → 12/2017
    Arizona State University
    Tempe, AZ
  • 05/2019 → 11/2019
    Amerprise
    Peoria, AZ
  • 11/2019 → 11/2020
    Morgan Stanley
    Chandler, AZ
  • 11/2020 → 09/2023
    Ironwood Investment Counsel
    Scottsdale, AZ
  • 09/2023 → 02/2025
    Dew Wealth Management
    Scottsdale, AZ
  • 02/2025 → 03/2025
    Entrewealth, Llc
    Phoenix, AZ
  • 03/2025 → Present
    Tulip Financial Planning Llc
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-04
S63 Uniform Securities Agent State Law Examination 2018-04-27
  • S66 Uniform Combined State Law Examination
    2020-03-04
  • S63 Uniform Securities Agent State Law Examination
    2018-04-27
Designations

View on SEC IAPD

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