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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-15 |
| WV | RA | APPROVED | 2025-05-14 |
Branch Locations
16633 N Dallas Parkway Suite 525, Addison, TX 75001 • United States
Charleston, WV • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Charleston | WV | 02/2018 | 05/2025 |
| Centennial State Financial | Denver | CO | 02/2018 | 02/2020 |
| Impact Partnership Wealth, Llc | Charleston | WV | 06/2023 | 12/2023 |
| Mml Investors Services, Llc | Charleston | WV | 09/2024 | 05/2025 |
| John Stone | Charleston | WV | 01/2013 | Present |
| Hornor, Townsend & Kent, Llc | Wilmington | DE | 05/2025 | Present |
INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: STONE ASSURANCE | POSITION HELD: AGENT | ADDRESS: 231 Capital St, Ste 3, Charleston, WV 25301 | START DATE: 01/01/2013 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 160 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-25 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-19 |
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