This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66

First exam

Nov 12, 2020

First registration

Jan 26, 2021

Dual registered

yes, broker-dealer

Other names

STASIE LAMANA GODSON|STASIE GODSON|STASIE LAMANA TILLMAN|Stasie Tillman|Stasie Jones|Stasie L. Jones

IAPD individual key

5404055

• Occurred

  Jan 27, 2025
  Advisor changed firm

  Stasie Jones left Lpl Enterprise, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-03-06)

  Form ADVobserved 6 days ago
• Occurred

  Jul 12, 2024
  Advisor changed firm

  Stasie Jones left J.P. Morgan Securities Llc for Pruco Securities, Llc (registered 2024-07-18)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1a189286-87fa-d25a-7034-7d25902f8f49

First observed

Jan 26, 2021

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.