# WILLIAM ORLANDO STONE

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WAVERLY ADVISORS, LLC](https://search.stillhousedata.com/firm/115332) | 2024-04-02 | present | Yes |
| [EFP ADVISORS](https://search.stillhousedata.com/firm/161249) | 2014-01-10 | 2024-05-07 | — |
| [CS PLANNING CORP](https://search.stillhousedata.com/firm/149937) | 2010-01-05 | 2014-04-01 | — |
| [CS PLANNING CORP](https://search.stillhousedata.com/firm/149937) | 2009-03-31 | 2009-12-23 | — |
| [STANFORD GROUP COMPANY](https://search.stillhousedata.com/firm/39285) | 2006-06-08 | 2009-03-17 | — |
| [EFP WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/111783) | 1999-04-19 | 2006-06-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2647149)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2647149.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.