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Karl Colby Khuns

Stone Oak Capital LLC

Rochester, NY

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Current Employers
Stone Oak Capital Llc

986 Long Pond Road, Rochester, NY 14626 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-05
  • NY RA
    APPROVED
    Since 2026-05-05

Branch Locations

986 Long Pond Road, Rochester, NY 14626 • 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
Lord Abbett Jersey City NJ 05/2007 05/2018
Esl Investment Services, Llc Rochester NY 10/2018 04/2021
Unemployed Spencerport NY 05/2018 10/2018
Boyd Capital Rochester NY 04/2021 09/2024
Engleson And Associates Rochester NY 10/2024 05/2026
Stone Oak Capital Llc Rochester NY 02/2026 Present
Stone Oak Capital Llc Rochester NY 05/2026 Present
  • 05/2007 → 05/2018
    Lord Abbett
    Jersey City, NJ
  • 10/2018 → 04/2021
    Esl Investment Services, Llc
    Rochester, NY
  • 05/2018 → 10/2018
    Unemployed
    Spencerport, NY
  • 04/2021 → 09/2024
    Boyd Capital
    Rochester, NY
  • 10/2024 → 05/2026
    Engleson And Associates
    Rochester, NY
  • 02/2026 → Present
    Stone Oak Capital Llc
    Rochester, NY
  • 05/2026 → Present
    Stone Oak Capital Llc
    Rochester, NY
Previous Registrations
Other Businesses

1. Tax preparer and Enrolled Agent with Norris Financial Group

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-06
  • S66 Uniform Combined State Law Examination
    2007-07-06
Other Names
  • Karl-Colby Khuns
  • Karl C Khuns
  • Karl Colby Khuns

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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