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600 South Cherry Street Suite 1125, Denver, CO 80246 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 1999-01-01 |
Branch Locations
600 South Cherry Street Suite 1125, Denver, CO 80246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stone Associates, Ltd. Dba Citiwest Capital Corporation | Denver | CO | 05/1979 | Present |
| Securities America, Inc. | Denver | CO | 10/1992 | 06/2024 |
| Osaic Wealth, Inc. | Denver | CO | 06/2024 | Present |
1. STONE ASSOCIATES, LTD DBA CITIWEST CAPITAL CORPORATION POSITION: President NATURE: STATE-REGISTERED INVESTMENT ADVISER FIRM PROVIDING FINANCIAL PLANNING SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 01/01/1999 ADDRESS: 600 South Cherry Street, Suite 1125, Denver, Colorado 80246 DESCRIPTION: Estate Planning, Business Planning, Business Continuity Planning, and Investment Planning and Monitoring for owners of closely held family owned businesses and high net worth clients. 2. JEWISH NATIONAL FUND POSITION: Volunteer NATURE: CHARITY - Member of the JNF Mountain States Board INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/01/1999 ADDRESS: 1325 S. Colorado Blvd. Suite 205, Denver, CO 80222 DESCRIPTION: Leadership, Advisor and Mentor 3. STONE ASSOCIATES, LTD DBA CITIWEST CAPITAL CORPATION POSITION: President NATURE: RIA - FINANCIAL PLANNING STONE ASSOCIATES, LTD DBA CITIWEST CAPITAL CORPATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 01/01/1999 ADDRESS: 600 South Cherry St. Suite 1125, Denver CO 80247, United States DESCRIPTION: Estate Planning, Business Planning, Business Continuity Planning, and Investment Planning and Monitoring for owners of closely held family owned businesses and high net worth clients. 4. JEWISH NATIONAL FUND POSITION: Volunteer NATURE: CHARITY - Member of the JNF Mountain States Board of trustees INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/01/1999 ADDRESS: 6000 Evans Avenue, Suite 2-221, Denver CO 80222, United States DESCRIPTION: Advisor, Leadership, Fund Raising, Public Speaking
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-05-02 |
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