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Registration History
1995200020052010201520202025IASTONE RIDGE ADVISORS (CRD# 327875)2023 - Present (1 year)BBEECH HILL SECURITIES, INC. (CRD# 24771)1999 - 2015 (15 years)BDEAN WITTER REYNOLDS INC. (CRD# 7556)1994 - 1999 (5 years)IAINTEGRATED WEALTH CONCEPTS LLC (CRD# 284656)2023 - 2023 (<1 year)IALAUREL WEALTH ADVISORS, INC. (CRD# 157139)2021 - 2023 (2 years)IALAUREL WEALTH ADVISORS, INC. (CRD# 157139)2015 - 2020 (5 years)IABEECH HILL ADVISORS, INC (CRD# 110457)2001 - 2015 (14 years)
Disclosure(s)
View By:
12/31/2014
Customer Dispute
Settled
License(s)

State Registrations

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California 10/13/2023

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Texas 10/16/2023

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New York 10/26/2023

Current Registration(s)
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STONE RIDGE ADVISORS (CRD#:327875)
STONE RIDGE, NY
Registered with this firm since 10/13/2023

Previous Registration(s)
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02/06/2023 - 12/20/2023 INTEGRATED WEALTH CONCEPTS LLC (CRD#:284656) STONE RIDGE, NY
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02/01/2021 - 03/31/2023 LAUREL WEALTH ADVISORS, INC. (CRD#:157139) StoneRidge, NY
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05/28/2015 - 12/31/2020 LAUREL WEALTH ADVISORS, INC. (CRD#:157139) Stone Ridge, NY
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02/20/2001 - 06/09/2015 BEECH HILL ADVISORS, INC (CRD#:110457) NEW YORK, NY
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07/01/1999 - 06/09/2015 BEECH HILL SECURITIES, INC. (CRD#:24771) NEW YORK, NY
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01/24/1994 - 07/12/1999 DEAN WITTER REYNOLDS INC. (CRD#:7556) PURCHASE, NY
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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.