Best Investors Account Sign in
Inactive

Alan Jason Whitby

Stone Summit Wealth LLC

Miami, FL

Claim This Profile
Current Employers
Stone Summit Wealth Llc

Miami, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-19
TX RA APPROVED 2021-06-29
  • FL RA
    APPROVED
    Since 2021-07-19
  • TX RA
    APPROVED
    Since 2021-06-29

Branch Locations

Miami, FL • 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
Investor Solutions Coconut Grove FL 01/2008 06/2021
Investor Solutions Miami FL 08/2007 06/2021
Stone Point Wealth Miami FL 06/2021 Present
  • 01/2008 → 06/2021
    Investor Solutions
    Coconut Grove, FL
  • 08/2007 → 06/2021
    Investor Solutions
    Miami, FL
  • 06/2021 → Present
    Stone Point Wealth
    Miami, FL
Previous Registrations
  • 2008-02-15 → 2021-06-23
    Investor Solutions
    Coconut Grove, FL
    Coconut Grove, FL
  • 2007-06-04 → 2008-12-09
    Meira Wealth
    Miami, FL
Designations
Other Names
  • Jason Whitby

View on SEC IAPD

More in Miami, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor