Donald Gregory Stonebarger

Current Employers

Employment History

• 03/2011 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2011 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 05/2021
  Woodbury Financial Services, Inc.
  Kansas City, MO
• 05/2021 → Present
  Greystone Capital Partners Group Llc
  Kansas City, MO
• 08/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2019-03-01 → 2021-06-11
  Woodbury Financial Services, Inc.
  Kansas City, MO
• 2011-03-03 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Lawrence, KS
  Overland Park, KS
  Kansas City, MO
• 2010-02-11 → 2011-02-01
  Securian Financial Services, Inc.
  Overland Park, KS
  West Des Moines, IA
  Overland Park, KS
• 2001-08-07 → 2010-02-03
  Equitable Advisors, Llc
  Tulsa, OK
  Overland Park, KS
  Bartlesville, OK

Other Businesses

1) 1. Greystone Capital Group, LLC 2. Investment related 3. At Registered Location. 4. RIA Firm 5. Owner 6. 04/1/2021 7. 30 hrs/mo 8. 30 hrs during trading 9. Own and operate RIA. Work with clients regarding investment management and financial planning. 2) 1. Foundation Insurance Solutions 2. Not investment related 3. At Registered Location. 4. Insurance sales 5. Insurance agent 6. 01/2016 7. 5 hrs/mo 8. 5 hrs during trading 9. Work with clients to determine fixed insurance needs. 3) 1. Fixed Insurance 2. Investment Related 3. 616 E. 63rd St., Suite 201, Kansas City, MO 64110 4. Fixed / Traditional Insurance 5. Agent 6. 06/2018 7. 4hrs/mo 8. 4 hrs during trading 9. Sales of Fixed / Traditional insurance products. 4) Lake Quivira Investment Club. Investment Related. 550 Terrace Trail East, Lake Quivira, KS 66217. Investment Club. Member. 9/2024. 1 Hr/Mo; 0 During Trading Hours. Attend monthly dinner meeting where stock portfolio is discussed. The club owns around 25 individual stocks which are discussed during the during the dinner.

Exams

• S66 Uniform Combined State Law Examination
  2001-06-29

Designations