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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-06-18 |
| TX | RA | APPROVED_RES | 2024-02-29 |
| AZ | RA | APPROVED | 2023-09-28 |
| GA | RA | APPROVED | 2023-09-25 |
| FL | RA | APPROVED | 2023-09-22 |
| NC | RA | APPROVED | 2023-09-21 |
| PA | RA | APPROVED | 2023-09-21 |
Branch Locations
410 Cranberry Street Suite 340, Erie, PA 16507 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stoner Financial Management | Erie | PA | 04/1999 | Present |
| Crown Capital Securities, L.P. | Orange | CA | 07/2002 | 09/2023 |
| Geneos Wealth Management Inc | Erie | PA | 09/2023 | Present |
(1) DBA: STONER FINANCIAL MANAGEMENT non investment related business located at branch location. 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-02-03 |
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