Marcus Copeland Stone

Current Employers

Employment History

• 06/2009 → Present
  North Star Consultants, Inc
  Austin, TX
• 07/2009 → 10/2021
  Cri Securities, Llc
  St Paul, MN
• 07/2009 → 08/2023
  Minnesota Life Insurance Company
  St Paul, MN
• 07/2009 → 08/2023
  Securian Financial Services, Inc
  St Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Austin, TX
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-03-08 → 2023-08-10
  Securian Financial Services, Inc.
  St Louis, MO
  San Antonio, TX
  Austin, TX
  San Antonio, TX
  Lakeway, TX
• 2010-03-08 → 2021-10-21
  Cri Securities, Llc
  St Louis, MO
  San Antonio, TX
  Austin, TX
  San Antonio, TX

Other Businesses

1) NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 2) STOP ALZHEIMER'S NOW POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2013 ADDRESS: , Austin TX , United States DESCRIPTION: Member 3) TWIN OAK ADVISORS POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2023 ADDRESS: 300 Beardsley Lane, Suite A104, Austin TX 78746, United States DESCRIPTION: doing business as name only - no change to business or operations 4) NAME OF OTHER BUSINESS: CHISELED, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 5/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DBA FOR BUSINESS RELATED REVENUE AND EXPENSES;

Exams

• S66 Uniform Combined State Law Examination
  2009-10-31