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Current Employers
Stoker Ostler, A Part Of Bmo Financial Group

4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-24
AZ RA APPROVED 2016-06-16
  • TX RA
    APPROVED
    Since 2025-06-24
  • AZ RA
    APPROVED
    Since 2016-06-16

Branch Locations

4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251 • 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
Stoker Ostler Scottsdale AZ 07/2013 Present
  • 07/2013 → Present
    Stoker Ostler
    Scottsdale, AZ
Previous Registrations
  • 2009-07-29 → 2013-07-03
    Wealthplan Advisors, Llc
    Scottsdale, AZ
  • 2009-09-28 → 2011-10-17
    Scottsdale, AZ
  • 2009-07-29 → 2009-10-14
    Raymond James Financial Services, Inc.
    Scottsdale, AZ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-08-02
  • S63 Uniform Securities Agent State Law Examination
    2005-08-02
Designations
Other Names
  • Sean Lunny
  • Sean Michael Lunny

View on SEC IAPD

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