Stacey D. Kirkpatrick

FARTHER

Irving, TX 75062

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CRD#: 7414076

Professional summary

Stacey Dee Kirkpatrick is a registered financial advisor currently at FARTHER located in Irving, Texas.

Stacey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Stacey has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) Alicorn Investment Management, Inc Not investment-related Dallas, TX DBA/Support Company Advisor 08/2024 0 hours per month 0 hours during trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacey Dee Kirkpatrick'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

May 19, 2025 - Present

FARTHER

Office #1: 545 E. John Carpenter Frwy Suite 1100, Irving, TX 75062

RIA

CRD#: 302050

Irving, TX

Past

August 15, 2024 - April 9, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Dallas, TX

Past

August 15, 2024 - April 9, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Dallas, TX

Past

July 11, 2024 - August 23, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

SOUTHLAKE, TX

Past

October 24, 2022 - August 23, 2024

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SOUTHLAKE, TX

Past

November 12, 2021 - April 28, 2022

TD AMERITRADE, INC.

CRD#: 7870

Southlake, 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".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 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.

Highlighted states indicate IAR registrations

IAR

Texas
(5/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/28/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/23/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/12/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/14/2021

Securities Industry Essentials Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

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.

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Firm Stability Insights

Stacey D. Kirkpatrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacey Dee Kirkpatrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

TD AMERITRADE, INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Date: 6/28/2024

Series 63

Date: 11/23/2021

Series 7TO

Date: 11/12/2021

SIE

Date: 9/14/2021

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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