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SS

Scott E. Stone

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CRD#: 2865588
SS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Scott E Stone, who also goes by Scott Erwin Stone, Scott Stone, was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 1997. Scott had worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Scott Erwin Stone | Scott Stone

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 12, 2024 - August 5, 2025

FIRST HEARTLAND CAPITAL, INC.

BD
CRD#: 32460
SPRINGFIELD, MO
Past

April 29, 2022 - December 31, 2022

CREATIVEONE SECURITIES, LLC

BD
CRD#: 152974
Branson West, MO
Past

January 11, 2019 - June 12, 2020

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
Leawood, KS
Past

January 22, 2016 - December 24, 2018

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
BRANSON WEST, MO
Past

January 3, 2013 - May 21, 2015

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
HARTFORD, CT
Past

April 10, 2012 - January 3, 2013

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
NEW YORK CITY, NY
Past

October 24, 2001 - March 23, 2012

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SCHAUMBURG, IL
Past

May 21, 1998 - April 19, 2001

SUNSET FINANCIAL SERVICES, INC.

BD
CRD#: 3538
KANSAS CITY, MO
Past

April 10, 1997 - May 28, 1998

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/9/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FH
FIRST HEARTLAND CAPITAL, INC.
FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460 / SEC#: , 8-46008

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
4101 Lake St. Louis Blvd., Lake St. Louis, MO 63367
Mailing Address
4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367
Phone number
(636) 625-0900
Established
Missouri since 10/01/2005
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HOFF, DAVID MICHAELPRESIDENT1058737
CHRISTY, ZEONIA MCHIEF COMPLIANCE OFFICER4067924
HALL, BRANDON WAYNECHIEF INFORMATION OFFICER5113480
HOFF, SCOTT MCHIEF OPERATIONS OFFICER5008279
JEHLE, JEANNE ANNFINOP4885198

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

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