Naylor Coursen Stone

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-08-19

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Florida Financial Advisors Dba Georgia Financial Advisors	Savannah	GA	07/2025	07/2026
The Tchoupitoulas Yard	New Orleans	LA	05/2024	07/2025
University Of Virginia	Charlottesville	VA	08/2021	05/2025
Self-Employed	New Orleans	LA	05/2024	08/2024
Southeastern Louisiana Aquatics	New Orleans	LA	05/2020	08/2022
Mother's Restaurant	New Orleans	LA	05/2019	10/2019
Benjamin Franklin High School	New Orleans	LA	08/2017	05/2021
Trinity Episcopal School	New Orleans	LA	08/2013	06/2017
Trinity Wealth Securities, Llc	Savannah	GA	11/2025	07/2026
Captrust	Raleigh	NC	07/2026	Present
Capfinancial Securities Llc	Raleigh	NC	07/2026	Present

07/2025 → 07/2026

Florida Financial Advisors Dba Georgia Financial Advisors

Savannah, GA
05/2024 → 07/2025

The Tchoupitoulas Yard

New Orleans, LA
08/2021 → 05/2025

University Of Virginia

Charlottesville, VA
05/2024 → 08/2024

Self-Employed

New Orleans, LA
05/2020 → 08/2022

Southeastern Louisiana Aquatics

New Orleans, LA
05/2019 → 10/2019

Mother's Restaurant

New Orleans, LA
08/2017 → 05/2021

Benjamin Franklin High School

New Orleans, LA
08/2013 → 06/2017

Trinity Episcopal School

New Orleans, LA
11/2025 → 07/2026

Trinity Wealth Securities, Llc

Savannah, GA
07/2026 → Present

Captrust

Raleigh, NC
07/2026 → Present

Capfinancial Securities Llc

Raleigh, NC

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-07-02
S65	Uniform Investment Adviser Law Examination	2025-06-12

Other Firms