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JS

John L. Stone, Jr.

NEAR EARTH
Stamford, CT
Some features on this profile are disabled
CRD#: 4383202
JS

Professional summary


John Lynwood Stone, Jr., who also goes by John Stone, is a registered financial professional currently at NEAR EARTH, LLC located in Stamford, Connecticut.

John is registered as a RR (Registered Representative) and started their career in finance in 2001. John has worked at 3 firms and has passed the Series 66, Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John 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) - BD


Click below to view John Lynwood Stone, Jr.'s CRS (Customer Relationship Summary).

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


Current

January 7, 2005 - Present

NEAR EARTH, LLC

BD
CRD#: 126041
Stamford, CT
Past

October 21, 2003 - November 23, 2004

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

June 7, 2001 - October 21, 2002

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/7/2005)
RR
Connecticut
(1/7/2005)
RR
Florida
(5/23/2012)
RR
New York
(11/22/2005)
RR
Virginia
(2/22/2012)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/23/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


NE
NEAR EARTH, LLC
NEAR EARTH, LLC

CRD#: 126041 / SEC#: , 8-65846

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


Main Address
945 West Road, New Canaan, CT 06840
Mailing Address
945 West Road, New Canaan, CT 06840
Phone number
(203) 972-9062
Established
Connecticut since 03/12/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (12 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
DAVIDSON, HOYT LEROYCCO/CEO/MANAGING MEMBER/SHAREHOLDER1735315
STONE, JR., JOHN LYNWOODSHAREHOLDER4383202
EFREM, KATHY KHATINAFINOP3248100

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


NEAR EARTH, LLC

CRD#: 126041Stamford, CT

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