# Stephanie Mary Smith-Tremoulis

Stephanie Mary Smith-Tremoulis is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with TFO WEALTH PARTNERS, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ONE TO ONE, LLC](https://search.stillhousedata.com/firm/284717) | 2017-03-07 | 2019-03-12 | — |
| [TFO WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/124407) | 2014-06-26 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2011-01-03 | 2013-01-28 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2007-12-06 | 2010-07-02 | — |
| [AMERICAN GENERAL SECURITIES INCORPORATED](https://search.stillhousedata.com/firm/13626) | 2007-11-01 | 2007-12-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5000149)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5000149.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.