DAVID PHILLIP STONE is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with COMMONWEALTH EQUITY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 2024-09-09 | present | Yes |
| BEACON FINANCIAL ADVISORY LLC | 2016-07-08 | 2024-09-11 | — |
| LINCOLN INVESTMENT PLANNING, LLC | 2016-06-22 | 2024-09-10 | — |
| OSAIC SERVICES, INC. | 2015-11-20 | 2016-06-03 | — |
| CURIAN CAPITAL, LLC | 2003-01-09 | 2004-06-02 | — |