Brian S. Fordon
Professional summary
Brian Smith Fordon is a registered financial professional currently at STONELIVING SECURITIES, LLC located in Miami Beach, Florida.
Brian is registered as a RR (Registered Representative) and started their career in finance in 2023. Brian has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Brian Smith Fordon's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 31, 2026 - Present
STONELIVING SECURITIES, LLC
Office #1: 1680 Michigan Avenue Suite 700, Miami Beach, FL 33139September 13, 2023 - January 22, 2024
HALO SECURITIES, LLC
August 8, 2023 - January 22, 2024
HALO INVESTMENT SERVICES, LLC
January 1, 2023 - April 13, 2023
KEEBECK WEALTH MANAGEMENT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 9/13/2023
General Securities Representative ExaminationFINRA
Current Firm
STONELIVING SECURITIES, LLC
CRD#: 153565 / SEC#: , 8-68551
Contact information
FINRA licenses (3 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CHICAGO ATLANTIC BD HOLDINGS, LLC | OWNER | |
| MILES, STEPHEN JOHN | CEO, EXEC. REP, AMLCO, CCO | 3093225 |
Red Flags
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Company Information
STONELIVING SECURITIES, LLC
CRD#: 153565Miami Beach, FL 33139TRUST BUT VERIFY
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