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Inactive

Derek William Stone

Alaska Wealth Advisors

Anchorage, AK

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Current Employers
Alaska Wealth Advisors

3800 Centerpoint Drive Suite 910, Anchorage, AK 99503 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2024-01-12
  • AK RA
    APPROVED
    Since 2024-01-12

Branch Locations

3800 Centerpoint Drive Suite 910, Anchorage, AK 99503 • 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
Lakewood Racquet Club / Tacoma Country Club Tacoma WA 06/2020 05/2022
Plu Telalutes Tacoma WA 02/2022 04/2022
Ak Good Wood Anchorage AK 07/2022 03/2023
Alaska Wealth Advisors Anchorage AK 04/2023 Present
Pacific Lutheran University Tacoma WA 09/2018 05/2022
Dimond High School Anchorage AK 01/2014 09/2018
  • 06/2020 → 05/2022
    Lakewood Racquet Club / Tacoma Country Club
    Tacoma, WA
  • 02/2022 → 04/2022
    Plu Telalutes
    Tacoma, WA
  • 07/2022 → 03/2023
    Ak Good Wood
    Anchorage, AK
  • 04/2023 → Present
    Alaska Wealth Advisors
    Anchorage, AK
  • 09/2018 → 05/2022
    Pacific Lutheran University
    Tacoma, WA
  • 01/2014 → 09/2018
    Dimond High School
    Anchorage, AK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-20
  • S65 Uniform Investment Adviser Law Examination
    2023-12-20

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Anchorage, AK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Anchorage, AK
LPL FINANCIAL LLC · Anchorage, AK
THRIVENT INVESTMENT MANAGEMENT INC. · ANCHORAGE, AK
EDWARD JONES · ANCHORAGE, AK
PFS INVESTMENTS INC. · ANCHORAGE, AK
CETERA INVESTMENT ADVISERS LLC · ANCHORAGE, AK
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