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Detailed Report
STEPHANIE JONES BENNETT
STEPHANIE GRANNEMAN, STEPHANIE JONES
CRD#: 2670540
IA
Investment Adviser
B
Broker
D.A. DAVIDSON & CO.CRD#: 199 MERIDIAN, ID
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2013 - 2013 (<1 year)2 FIRMS2013 - Present (11 years)BCROWELL, WEEDON & CO. (CRD# 193)1997 - 2013 (16 years)BROYAL ALLIANCE ASSOCIATES, INC. (CRD# 23131)1996 - 1997 (1 year)IACROWELL, WEEDON & CO. (CRD# 193)2007 - 2013 (5 years)
License(s)

State Registrations

B
Alaska 7/5/2024
B
Montana 5/30/2019
B
Arizona 11/25/2013
B
Nebraska 11/25/2013
B
California 11/25/2013
B
Nevada 11/25/2013
IA
California 11/25/2013
B
New Hampshire 11/25/2013
B
Colorado 11/25/2013
B
New Jersey 1/14/2019
B
Connecticut 11/25/2013
B
New York 11/25/2013
B
Florida 11/25/2013
B
North Carolina 8/8/2024
B
Hawaii 11/25/2013
B
Ohio 11/25/2013
B
Idaho 11/25/2013
B
Oklahoma 12/18/2023
IA
Idaho 12/1/2017
B
Oregon 11/25/2013
B
Illinois 11/25/2013
B
Pennsylvania 10/10/2018
B
Iowa 11/10/2023
B
South Carolina 11/25/2013
B
Kansas 7/21/2022
B
Texas 11/25/2013
B
Kentucky 3/27/2023
IA
Texas 10/8/2018
B
Maryland 11/25/2013
B
Utah 4/5/2022
B
Massachusetts 1/2/2014
B
Vermont 11/25/2013
B
Michigan 11/14/2024
B
Virginia 2/9/2018
B
Minnesota 11/25/2013
B
Washington 11/25/2013

SRO Registrations

B
 FINRA
B
 Nasdaq Stock Market

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
D.A. DAVIDSON & CO. (CRD#:199)
MERIDIAN, ID
Registered with this firm since 11/25/2013
B
D.A. DAVIDSON & CO. (CRD#:199)
MERIDIAN, ID
Registered with this firm since 11/25/2013
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 11/04/2013 - 11/25/2013 CROWELL WEEDON & CO. (CRD#:168622) PASADENA, CA
B
 11/04/2013 - 11/25/2013 CROWELL WEEDON & CO. (CRD#:168622) PASADENA, CA
IA
 12/11/2007 - 11/04/2013 CROWELL, WEEDON & CO. (CRD#:193) PASADENA, CA
B
 11/03/1997 - 11/04/2013 CROWELL, WEEDON & CO. (CRD#:193) PASADENA, CA
B
 06/18/1996 - 09/15/1997 ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131) SCOTTSDALE, AZ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.