WILLIAM ORLANDO STONE is an investment adviser representative (IAR) with state registration records since 1999, appearing at 5 firms. Currently registered with WAVERLY ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WAVERLY ADVISORS, LLC | 2024-04-02 | present | Yes |
| EFP ADVISORS | 2014-01-10 | 2024-05-07 | — |
| CS PLANNING CORP | 2010-01-05 | 2014-04-01 | — |
| CS PLANNING CORP | 2009-03-31 | 2009-12-23 | — |
| STANFORD GROUP COMPANY | 2006-06-08 | 2009-03-17 | — |
| EFP WEALTH MANAGEMENT | 1999-04-19 | 2006-06-27 | — |