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Thomas Story And Son LLC CRD 148774
$328M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
16773 13Th Road, Plymouth, IN 46563-9374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-09 |
| FL | RA | APPROVED | 2024-10-09 |
| KY | RA | APPROVED | 2024-10-09 |
| SC | RA | APPROVED | 2024-10-09 |
| DE | RA | APPROVED | 2018-03-08 |
| TX | RA | APPROVED_RES | 2009-04-21 |
| IL | RA | APPROVED | 2009-02-18 |
| IN | RA | APPROVED | 2009-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas Story And Son Llc | Oak Brook | IL | 11/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1981-05-06 |
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