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GREGORY RYAN THOMPSON
GREG THOMPSON
CRD#: 4233655
IA
Investment Adviser
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Previous Broker
STONE OAK WEALTH MANAGEMENT, LLCCRD#: 288217 19026 RIDGEWOOD PARKWAY
SUITE 134
SAN ANTONIO, TX 78259
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2000 - 2003 (2 years)2 FIRMS2003 - 2006 (3 years)2 FIRMS2007 - 2011 (4 years)IASTONE OAK WEALTH MANAGEMENT, LLC (CRD# 288217)2017 - Present (7 years)BTITLEIST ASSET MANAGEMENT, LTD. (CRD# 126136)2011 - 2018 (6 years)IATITLEIST ASSET MANAGEMENT, LTD. (CRD# 126136)2011 - 2017 (6 years)
License(s)

State Registrations

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Texas 6/26/2017

Current Registration(s)
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STONE OAK WEALTH MANAGEMENT, LLC (CRD#:288217)
19026 RIDGEWOOD PARKWAY SUITE 134, SAN ANTONIO, TX 78259
Registered with this firm since 6/26/2017

Previous Registration(s)
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05/27/2011 - 02/14/2018 TITLEIST ASSET MANAGEMENT, LTD. (CRD#:126136) San Antonio, TX
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05/27/2011 - 12/08/2017 TITLEIST ASSET MANAGEMENT, LTD. (CRD#:126136) San Antonio, TX
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01/05/2007 - 06/27/2011 SWBC INVESTMENT COMPANY (CRD#:140994) SAN ANTONIO, TX
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01/03/2007 - 06/20/2011 SWBC INVESTMENT SERVICES, LLC (CRD#:133715) SAN ANTONIO, TX
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07/25/2003 - 12/31/2006 FINANCIAL NETWORK INVESTMENT CORPORATION (CRD#:13572) SAN ANTONIO, TX
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06/30/2003 - 12/31/2006 FINANCIAL NETWORK INVESTMENT CORPORATION (CRD#:13572) SAN ANTONIO, TX
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10/04/2000 - 06/18/2003 MERRILL LYNCH PIERCE FENNER & SMITH INC. (CRD#:7691) AMARILLO, TX
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09/07/2000 - 06/18/2003 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) NEW YORK, NY
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Broker
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Investment Adviser
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.