William Ralph Stone

Employer firm

Thrivent Investment Management Inc. CRD 18387

$20.8B regulatory AUM 84,100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 05/2020
  Gilbarco/Veeder-Root
  Greensboro, NC
• 11/2010 → 07/2017
  Gilbarco/Veeder-Root
  Greensboro, NC
• 05/2020 → 09/2020
  Umemployed
  Greensboro, NC
• 09/2020 → Present
  Thrivent Investment Management Inc
  High Point, NC
• 11/2020 → 03/2021
  Thrivent Financial
  Appleton, WI
• 03/2021 → Present
  Thrivent Financial
  Appleton, WI

Other Businesses

BIG ROCK REAL ESTATE INVESTMENTS LLC POSITION: Owner NATURE: Investing in real estate properties. This could be either with other persons performing home renovations and resales ("flips"), or purchasing properties for the purpose of rental. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2021 ADDRESS: 3108 Riviera Court, Jamestown NC 27282, United States DESCRIPTION: In the case of flips, I would simply be an investor and possible minor self-repairs. If rentals, I would have a property management service maintaining renters and property.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-29

Other Names

• Billy Stone
• William R Stone
• William R Stone