Luanne Stone

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-29
GA	RA	APPROVED	2025-07-25

TX RA
APPROVED

Since 2025-08-29
GA RA
APPROVED

Since 2025-07-25

Branch Locations

3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • 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

Organization	City	State	From	To
Stifel	Athens	GA	01/2023	05/2025
Wells Fargo Advisors	Athens	GA	06/2017	01/2023
Cowsert Avery	Athens	GA	10/2016	06/2017
George Walton Academy	Monroe	GA	08/2013	05/2017
Morgan Stanley	Atlanta	GA	06/2025	Present

01/2023 → 05/2025

Stifel

Athens, GA
06/2017 → 01/2023

Wells Fargo Advisors

Athens, GA
10/2016 → 06/2017

Cowsert Avery

Athens, GA
08/2013 → 05/2017

George Walton Academy

Monroe, GA
06/2025 → Present

Morgan Stanley

Atlanta, GA

Other Businesses

*645710-THREE STONE MANAGEMENT, LLC; Investment related: Yes; MONROE, Georgia; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2006; During business hours: 0; After business hours: 1; Accounting/Bookkeeping *465 - PAULA Q BYRD; Investment related Yes; SANDY SPRINGS, Georgia; Power of Attorney/Agent; 12/2017; During business hours: 0; After business hours: 1

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-24
S63	Uniform Securities Agent State Law Examination	2024-02-20

S65 Uniform Investment Adviser Law Examination

2025-07-24
S63 Uniform Securities Agent State Law Examination

2024-02-20

Other Names

Luanne Stone
Luanne Byrd Stone

View on SEC IAPD