AS
Adam Stone
STOREHOUSE FINANCIAL LLC
Fort Worth, TX 76107
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CRD#: 6320264
AS
Professional summary
Adam Stone is a registered financial advisor currently at STOREHOUSE FINANCIAL LLC located in Fort Worth, Texas.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Adam has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
StullCPA Fort Worth TX. Business development and bookkeeping manager starting 5/2022. 40 hrs per week. US Army, Public Affairs NCO, non-investment related, 3862 Petroleum Dr, Fort Sam Houston, TX 78234, February 2007, devote 20 hours a month to the task Benbrook Memorial Post 10429 VFW, non-investment related, 1000 Stevens. Dr., Benbrook, TX 76126, 7/1/2022, Non-profit organization, Volunteer, 10 hours per month, bookkeeping, pay bills Diversified Brokerage Services, non-investment related, 5001 Excelsior Blvd. Minneapolis, MN 55416, active insurance license where I can sell life and health insurance, insurance agent, 2 hours a month
CRS (Client Relationship Summary) - RIA
Click below to view Adam Stone'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®
NoneExperience
Current
June 20, 2022 - Present
STOREHOUSE FINANCIAL LLC
Office #1: 3200 Riverfront Dr. Suite 204, Fort Worth, TX 76107RIA
CRD#: 140738
Fort Worth, TX
Past
December 5, 2023 - June 26, 2025
CABIN SECURITIES, INC.
BD
CRD#: 137608
Forth Worth , TX
Past
February 13, 2015 - June 8, 2022
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Grand Prairie, TX
Past
May 19, 2014 - June 8, 2022
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Grand Prairie, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STOREHOUSE FINANCIAL LLC
STOREHOUSE | STOREHOUSE FINANCIAL LLC
CRD#: 140738 / SEC#: 801-122416
RIA
Registered Investment Advisory firm - (9/29/2021 Approved)Louisiana
Registered Investment Advisory firm - (10/19/2021 Terminated)Texas
Registered Investment Advisory firm - (10/15/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/20/2022)
IAR
Florida(7/11/2022)
IAR
Texas(6/20/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
STOREHOUSE FINANCIAL LLC
STOREHOUSE | STOREHOUSE FINANCIAL LLC
CRD#: 140738 / SEC#: 801-122416
RIA
Registered Investment Advisory firm - (9/29/2021 Approved)Louisiana
Registered Investment Advisory firm - (10/19/2021 Terminated)Texas
Registered Investment Advisory firm - (10/15/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3200 Riverfront Dr. Suite 204, Fort Worth, TX 76107
Mailing Address
3200 Riverfront Dr. Suite 204, Fort Worth, TX 76107
Phone number
(877) 305-3233
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,029 |
| AUM (Assets Under Management) | $ 207,903,023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
