Cole James Stoneman

Current Employers

Employment History

• 11/2013 → 05/2022
  Lincoln Financial Advisors
  Farmington, NM
• 05/2022 → 09/2023
  Sagepoint Financial, Inc.
  Farmington, NM
• 09/2023 → Present
  Osaic Wealth, Inc.
  Farmington, NM

Previous Registrations

• 2022-05-06 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Farmington, NM
  Farmington, NM
• 2014-07-02 → 2022-05-09
  Osaic Fa, Inc.
  Farmington, NM
  Scottsdale, AZ

Other Businesses

1) IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 180 START DATE: 11/01/2013 ADDRESS: 5920 E MAIN ST, SUITE A, FARMINGTON NM 87402, United States DESCRIPTION: Provide Investment, Retirement Advice Using IronBridge Wealth Counsel as a marketing name for securities & insurance business. 2) IRONBRIDGE LLC POSITION: owner NATURE: S corp,llc INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 5920 E Main St, Suite A, Farmington NM 87402, United States DESCRIPTION: Business expenses 3)PINON HILLS INSURANCE POSITION: owner/agent NATURE: Fixed insurance. Supplemental insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 4905 Samantha Lane, Farmington NM 87402, United States DESCRIPTION: Supplemental Insurance (paid to Pinon Hills Insurance from Aflac) 4) COLE STONEMAN POSITION: Owner NATURE: This is a property I own and am now leasing it out. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 5920 E Main Street, Suite B, Farmington NM 87402, United States DESCRIPTION: maintain property

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-30
• S63 Uniform Securities Agent State Law Examination
  2007-12-29

Designations

Other Names

• Cole Stoneman