Carla Jean Stone appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Carla Jean Stone appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-23 | Form ADV | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | FIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER | FAIRFIELD, IA |
| 2025-03-28 | Form ADV | BRIDGEPORT FINANCIAL SOLUTIONS | CHIEF ACCOUNTING OFFICER | PHOENIX, AZ |