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William Joseph Stone

46 And 2 Investment Advisors, LLC

Traverse City, MI

CRD 2988659

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Employer firm

46 And 2 Investment Advisors, LLC CRD 169617

$52.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
46 And 2 Investment Advisors, Llc

Traverse City, MI • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-02-27
MI RA APPROVED 2013-12-20
  • TX RA
    APPROVED_RES
    Since 2014-02-27
  • MI RA
    APPROVED
    Since 2013-12-20

Branch Locations

Traverse City, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
46 And 2 Investment Advisors, Llc Honor MI 11/2013 Present
Enigmatic Tax, Llc Honor MI 01/2015 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-04-21
  • S63 Uniform Securities Agent State Law Examination
    1998-04-21
Designations
  • Certified Financial Planner

View on SEC IAPD

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