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SM

Stephanie J. Molina

GUIDESTONE ADVISORS
Dallas, TX 75244-6152
Some features on this profile are disabled
CRD#: 5115805
SM

Professional summary

Stephanie Jean Molina, who also goes by Stephanie Jean Garland, is a registered financial advisor currently at GUIDESTONE ADVISORS located in Dallas, Texas and GUIDESTONE FINANCIAL SERVICES located in Dallas, Texas.

Stephanie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Stephanie has worked at 8 firms and has passed the Series 66, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 24 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Stephanie Jean Garland

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Jean Molina's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 14, 2023 - Present

GUIDESTONE ADVISORS

Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152
RIA
CRD#: 149624
Dallas, TX
Current

April 26, 2022 - Present

GUIDESTONE FINANCIAL SERVICES

Office #1: 5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152
BD
CRD#: 148249
Dallas, TX
Past

October 25, 2019 - April 20, 2022

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
IRVING, TX
Past

October 25, 2019 - April 20, 2022

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

September 7, 2018 - October 25, 2019

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
DALLAS, TX
Past

May 11, 2018 - October 25, 2019

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
DALLAS, TX
Past

November 30, 2015 - May 3, 2018

HILLTOP SECURITIES INC.

BD
CRD#: 6220
Dallas, TX
Past

April 26, 2011 - January 22, 2016

FIRST SOUTHWEST COMPANY, LLC

BD
CRD#: 316
Dallas, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GA
GUIDESTONE ADVISORS
GUIDESTONE | GUIDESTONE ADVISORS, LLC | GUIDESTONE ADVISORS

CRD#: 149624 / SEC#: 801-70177

RIA
Registered Investment Advisory firm - (6/1/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(4/26/2022)
IAR
Texas
(11/14/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/7/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/24/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/25/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/30/2018
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 7/14/2014
Municipal Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

GA
GUIDESTONE ADVISORS
GUIDESTONE | GUIDESTONE ADVISORS, LLC | GUIDESTONE ADVISORS

CRD#: 149624 / SEC#: 801-70177

RIA
Registered Investment Advisory firm - (6/1/2009 Approved)
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Contact information

Main Address
5005 Lbj Freeway Ste. 2200, Dallas, TX 75244-6152
Mailing Address
Phone number
(214) 720-6486
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GUIDESTONE ADVISORS, LLC BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts4,414
AUM (Assets Under Management)$ 1,591,991,122

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/22/2024
Cover Page
Report
01/26/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GUIDESTONE ADVISORS

CRD#: 149624Dallas, TX 75244-6152

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