# BRIAN A STONE

BRIAN A STONE is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with GREYSTONE FINANCIAL GROUP, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GREYSTONE FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/306595) | 2023-03-20 | present | Yes |
| [POLARIS WEALTH ADVISORY GROUP](https://search.stillhousedata.com/firm/158718) | 2015-12-07 | 2020-08-06 | — |
| [GREYSTONE FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/112683) | 2013-10-14 | 2015-12-31 | — |
| [KEY INVESTMENT SERVICES LLC](https://search.stillhousedata.com/firm/136300) | 2009-03-02 | 2012-07-31 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2007-02-21 | 2009-01-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4504731)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4504731.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.