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JT

Jack E. Thurston

Some features on this profile are disabled
CRD#: 6295394
JT

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.

Jack E Thurston was a registered financial professional .

Jack is a previously registered financial professional and started their career in finance in 2014. Jack had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

May 17, 2017 - April 21, 2020

STONELIVING SECURITIES, LLC

BD
CRD#: 153565
WEST PALM BEACH, FL
Past

February 11, 2015 - April 24, 2017

WILLIAM BLAIR

RIA
CRD#: 1252
CHICAGO, IL
Past

July 17, 2014 - April 24, 2017

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL

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
IAR
Series 66
Date: 2/11/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/17/2014
General Securities Representative Examination

Current Firm

SS
STONELIVING SECURITIES, LLC
STONELIVING SECURITIES, LLC

CRD#: 153565 / SEC#: , 8-68551

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

Main Address
233 8th Street, West Palm Beach, FL 33401
Mailing Address
233 8th Street, West Palm Beach, FL 33401
Phone number
(312) 670-5900
Established
Delaware since 02/22/2010
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
CHICAGO ATLANTIC BD HOLDINGS, LLCOWNER
KESSEL, JOSEPH KEITHCCO3084333
MILES, STEPHEN JOHNCEO, EXEC. REP, AMLCO3093225
STEWART, SCOTT ALEXANDERFINOP/POO/PFO6977422

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

STONELIVING SECURITIES, LLC

CRD#: 153565

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