William Anderson Stone

Current Employers

Employment History

• 02/2015 → 05/2018
  Bb&T Securities/Investments
  Roanoke, VA
• 06/2018 → 09/2020
  Pinnacle Financial Partners
  Roanoke, VA
• 04/2020 → Present
  Raymond James Financial Services, Inc
  Roanoke, VA
• 01/2021 → Present
  Pinnacle Asset Management
  Roanoke, VA
• 02/2020 → Present
  Pinnancle Bank
  Ronoake, VA

Previous Registrations

• 2018-01-02 → 2018-05-24
  Bb&T Securities, Llc
  Charlotte, NC
  Roanoke, VA
• 2015-05-14 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Roanoke, VA

Other Businesses

(1)Name of Business: Pinnacle Bank Address: 202 Campbell Ave SE, Roanoke, VA, 24013, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/01/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Bank Advisor- build relationships with Pinnacle Partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-13
• S63 Uniform Securities Agent State Law Examination
  2006-12-14

Other Names

• Bill Stone
• William Stone