# DAVID PHILLIP STONE

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 2024-09-09 | present | Yes |
| [BEACON FINANCIAL ADVISORY LLC](https://search.stillhousedata.com/firm/174334) | 2016-07-08 | 2024-09-11 | — |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2016-06-22 | 2024-09-10 | — |
| [OSAIC SERVICES, INC.](https://search.stillhousedata.com/firm/133763) | 2015-11-20 | 2016-06-03 | — |
| [CURIAN CAPITAL, LLC](https://search.stillhousedata.com/firm/120270) | 2003-01-09 | 2004-06-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1924729)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1924729.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.