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Current Employers
Stone House Investment Management, Llc

80 West Tioga Street, Tunkhannock, PA 18657 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2006-02-27
  • PA RA
    APPROVED
    Since 2006-02-27

Branch Locations

80 West Tioga Street, Tunkhannock, PA 18657 • 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
Stone House Investment Management, Llc Montrose PA 09/2008 Present
Stone Health Innovations, Llc Harwinton CT 05/2015 03/2020
Scenic Acres, Llc Tunkhannock PA 01/2015 Present
  • 09/2008 → Present
    Montrose, PA
  • 05/2015 → 03/2020
    Stone Health Innovations, Llc
    Harwinton, CT
  • 01/2015 → Present
    Scenic Acres, Llc
    Tunkhannock, PA
Previous Registrations
  • 2004-10-05 → 2006-02-27
    Robert J. Brown, Cfp
    Montrose, PA
  • 2003-10-01 → 2004-12-31
    Pan-American Investment Advisers, Inc.
    Montrose, PA
Other Businesses

1. Stone House Tax, Business & Municipal Accounting, LLC; Non-Investment Related Business; 158 W Tioga Street, Tunkhannock, PA 18657; Director; 10% of time devoted to this business; since November 2021, business direction and guidance. 2. Indemnitree, LLC; NOT investment related; 158 West Tioga Street, Tunkhannock, PA 18657; Insurance Sales; Director; Since May 10, 2022; Number of hours/month devoted to other business: 4 hours/month; Number of hours devoted to other business during securities trading hours: 2 hours/month; Review and approve high-level decisions. Oversee Technology 3. Scenic Acres, LLC; Investment Related; 1 Scenic Acres, Tunkhannock, PA 18657; Owner; 01/01/2015; 25% of time/month, 25% of time during trading hours; Provides financial advisory services to Stone House Clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-31
  • S66 Uniform Combined State Law Examination
    2003-03-31
Other Names
  • Scott Stone
  • Raymond S. Stone

View on SEC IAPD

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