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8341 Bandford Way Ste. 007, Raleigh, NC 27615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-21 |
| NC | RA | APPROVED | 2025-05-15 |
Branch Locations
8341 Bandford Way Ste. 007, Raleigh, NC 27615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stone Financial Group Llc | Norwich | CT | 08/2009 | 05/2018 |
| Stone Legacy Insurance Llc Fka Sfg Tax Advisors Llc | Raleigh | NC | 05/2018 | Present |
| Top Rank Advisors, Llc | Raleigh | NC | 08/2019 | 03/2025 |
| Brokers International Financial Services | Urbandale | IA | 03/2020 | 02/2021 |
| Redhawk Wealth Advisors, Inc. | Minneapolis | MN | 02/2021 | 04/2025 |
| Stone Legacy Capital Llc | Raleigh | NC | 01/2025 | Present |
| Top Rank Wealth Management, Llc | Raleigh | NC | 10/2022 | 03/2025 |
| Legacy Lock | Raleigh | NC | 09/2021 | Present |
| Estate Plan Navigators | Raleigh | NC | 03/2021 | 12/2023 |
| Estate Guru | Raleigh | NC | 08/2025 | Present |
(1) Stone Legacy Insurance, LLC fka SFG Tax Advisors, LLC; Inv Rel; Raleigh, NC; Owner/Ins Agent/Tax Preparer; Ins Sales and Services; Approx than 80 hours during trading hours; 05/2018. (2) Legacy Lock; Associate; Offers estate planning services for clients; Not investment related; Raleigh, NC; Less than 10 hours per month; 09/2021. (3) Estate Guru; No; Raleigh, NC; Offers Estate Planning services; Associate; 08/2025; 15/ HRS MO 4) Top Rank Wealth Management, LLC; Managing Member; Not Inv Rel; Raleigh, NC; spends less than 10% of his time each month on this activity; 10/2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-01 |
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