SourcingSourcing

Stephen Patrick Schmitt

C19
IAR CRD 5928024·Industry start 2011-10-10

Identity

Legal name
Stephen Patrick Schmitt
CRD
5928024
NPN
—

Career

Previous employments
TRINITY WEALTH SECURITIES, L.L.C.2019-10-28
MUTUAL OF OMAHA INVESTOR SERVICES, INC.2016-06-28
Current branches
SAXONY SECURITIES, INC.
SAXONY CAPITAL MANAGEMENT, LLC
Designations
—
Education
—

BrokerCheck signals

Industry start
2011-10-10
Est. age
37
Age confidence
—
Est. birth year
1989
BC active
Yes
IA active
Yes
Disclosures
No
Private residence
No

Firm affiliations

1
SAXONY CAPITAL MANAGEMENT LLC.
IAR
CRD 122692