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Current Employers
Bluestone® Financial Advisors, Llc

7910 Woodmont Avenue Suite 1350, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-10-16
MD RA APPROVED 2008-08-22
  • NY RA
    APPROVED
    Since 2023-10-16
  • MD RA
    APPROVED
    Since 2008-08-22

Branch Locations

7910 Woodmont Avenue Suite 1350, Bethesda, MD 20814 • United States

Locust Valley, NY • 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
Bluestone Financial Advisors, Llc Bethesda MD 08/2007 Present
Bluestone Life Insurance Company Burlington VT 08/2015 Present
  • 08/2007 → Present
    Bluestone Financial Advisors, Llc
    Bethesda, MD
  • 08/2015 → Present
    Bluestone Life Insurance Company
    Burlington, VT
Previous Registrations
  • 2007-08-13 → 2008-09-04
    Grove Point Investments, Llc
    Bethesda, MD
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-08-27
  • S63 Uniform Securities Agent State Law Examination
    2007-08-27
Designations

View on SEC IAPD

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