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Adam James Oliver

Stone Island Financial Planning

Scottsdale, AZ

Naperville, IL

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Current Employers
Stone Island Financial Planning

900 E. Diehl Road Suite 181, Naperville, IL 60563 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-10-27
  • AZ RA
    APPROVED
    Since 2023-10-27

Branch Locations

9835 E. Bell Road, Suite 110, Scottsdale, AZ 85260 • United States

900 E. Diehl Road Suite 181, Naperville, IL 60563 • 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
OrganizationCityStateFromTo
South Georgia Capital, Llc / Stone Island Financial Planning Naperville IL 08/2023 Present
Byline Bank Chicago IL 10/2022 07/2023
Northern Trust Chicago IL 01/2022 10/2022
Embry-Riddle Aeronautical University Prescott AZ 08/2017 12/2021
Omaha Christian Academy Omaha NE 05/2013 05/2017
  • 08/2023 → Present
    South Georgia Capital, Llc / Stone Island Financial Planning
    Naperville, IL
  • 10/2022 → 07/2023
    Byline Bank
    Chicago, IL
  • 01/2022 → 10/2022
    Northern Trust
    Chicago, IL
  • 08/2017 → 12/2021
    Embry-Riddle Aeronautical University
    Prescott, AZ
  • 05/2013 → 05/2017
    Omaha Christian Academy
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-23
  • S65 Uniform Investment Adviser Law Examination
    2023-10-23

View on SEC IAPD

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FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

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KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

More in Scottsdale, AZ

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