Larry David Stone

Current Employers

Employment History

• 10/1996 → 12/2023
  Stone Cpa Llc
  Frisco, CO
• 08/2014 → 03/2018
  Pollock Advisory Group, Inc.
  Frisco, CO
• 03/2018 → 09/2018
  Gearhart Geld Llc
  Woodland Park, CO
• 01/2015 → 12/2023
  3 Dogs Rock Llc
  Frisco, CO
• 05/2009 → 04/2024
  Brimstone Connections
  Frisco, CO
• 11/2014 → 03/2018
  Financial Gravity Wealth, Inc.
  Frisco, CO
• 05/2017 → Present
  Stone Advisors Inc. Dba Stone Wealth Strategies
  Denver, CO
• 08/1996 → Present
  Stone Accounting Solutions
  Denver, CO

Previous Registrations

• 2018-03-20 → 2019-04-17
  Gearhart Geld, Llc
  Frisco, CO
  Woodland Park, CO
• 2014-11-07 → 2018-04-09
  Financial Gravity Asset Management, Inc.
  Frisco, CO
  Austin, TX

Other Businesses

1) Columbine Center Condominium Association Inc; investment related: No; 699 Summit Blvd; Owners Association for business complex; President; Preside at all meetings of the Owners and Board of Directors; shall see that orders and resolutions of the Board of Directors are carried out; shall sign on behalf of the Association all leases, mortgages, deeds, notes, and other written instruments; and shall exercise and discharge such other duties as may be required of the president by the Board of Directors.; 2009-07-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0. 2) Numbers Made Easy; investment related: No; 1023 Lone Pine Dam Road; Assist clients with additional health insurance requirements related to Medicare coverage; Registered Agent; Accept legal documents (service of process) during normal business hours.; 2018-06-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. 3) Owner; Stone CPA LLC dba Stone Accounting Solutions; Investment Related: No; 4600 South Syracuse Street Denver Colorado 80237 United States; Position Title: Owner; Responsibilities Duties: Perform Accounting Activities; Start date: 1996-08-01; Hours per month devoted to business during trading hours: 120; Hours per month devoted to business outside trading hours: 80; Percentage of total yearly compensation expected to be derived from the business: 90.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-04