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Shawn Richard Stone

Retirement Planners Of America

Plano, TX

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Current Employers
Retirement Planners Of America

2820 Dallas Parkway, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-01-15
  • TX RA
    APPROVED
    Since 2014-01-15

Branch Locations

2820 Dallas Parkway, Plano, TX 75093 • 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
Mmwkm Advisors, Llc Plano TX 01/2014 Present
  • 01/2014 → Present
    Mmwkm Advisors, Llc
    Plano, TX
Previous Registrations
  • 2011-08-17 → 2011-09-08
    Chase Investment Services Corp.
    Plano, TX
    Plano, TX
    Plano, TX
    Bryan, TX
Other Businesses

INDEPENDENT INSURANCE AGENT FOR THE VARIOUS INDEPENDENT INSURANCE COMPANIES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-15
S63 Uniform Securities Agent State Law Examination 2009-09-18
  • S66 Uniform Combined State Law Examination
    2011-08-15
  • S63 Uniform Securities Agent State Law Examination
    2009-09-18
Other Names
  • Shawn R Stone

View on SEC IAPD

Other Firms

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KICKING HORSE INVESTMENT MANAGEMENT, LLC

Other Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN
CLAYBORN PAUL MCCLINTON
BRIAN Michael STRANGE
Seth Gregory Downing
GEORGE ALBERT CENTENO
ERIC RAY FRANCIS

Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX

More in Plano, TX

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