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Brian A Stone

Greystone Financial Group, LLC

Bloomfield Hills, MI

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Current Employers
Greystone Financial Group, Llc

665 Hulet Dr., Bloomfield Hills, MI 48302-0324 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-13
TX RA APPROVED_RES 2023-03-20
  • MI RA
    APPROVED
    Since 2025-01-13
  • TX RA
    APPROVED_RES
    Since 2023-03-20

Branch Locations

665 Hulet Dr., Bloomfield Hills, MI 48302-0324 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Polaris Greystone Financial Group, Llc Troy MI 10/2015 07/2020
Greystone Financial Group, Llc Bloomfield Hills MI 07/2020 Present
Previous Registrations
  • 2015-12-07 → 2020-08-06
    Polaris Wealth Advisory Group
    Troy, MI
  • 2013-10-14 → 2015-12-31
    Greystone Financial Group, Inc.
    Troy, MI
  • 2009-03-02 → 2012-07-31
    Key Investment Services Llc
    Shelby Twp, MI
    Dearborn, MI
  • 2007-02-21 → 2009-01-26
    Chase Investment Services Corp.
    Southgate, MI
    Lincoln Park, MI
    Dearborn Height, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-04-15
  • S66 Uniform Combined State Law Examination
    2002-04-15

View on SEC IAPD

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