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Registration History
20062008201020122014201620182020202220242026IASTONE SUMMIT WEALTH LLC (CRD# 315438)2022 - Present (2 years)IANOESIS CAPITAL MANAGEMENT CORP (CRD# 110819)2014 - 2022 (8 years)IAHIGHTOWER ADVISORS, LLC (CRD# 145323)2010 - 2014 (3 years)IACYPRESS CAPITAL GROUP (CRD# 121923)2006 - 2011 (5 years)
Disclosure(s)
View By:
3/31/2020
Financial
Final
License(s)

State Registrations

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Florida 3/29/2022

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Texas 3/28/2022

Current Registration(s)
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STONE SUMMIT WEALTH LLC (CRD#:315438)
MIAMI, FL
Registered with this firm since 3/28/2022

Previous Registration(s)
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01/10/2014 - 03/15/2022 NOESIS CAPITAL MANAGEMENT CORP (CRD#:110819) BOCA RATON, FL
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08/12/2010 - 01/23/2014 HIGHTOWER ADVISORS, LLC (CRD#:145323) CHICAGO, IL
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01/11/2006 - 11/14/2011 CYPRESS CAPITAL GROUP (CRD#:121923) PALM BEACH, FL
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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.