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ALAN JASON WHITBY
JASON WHITBY
CRD#: 5330508
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Investment Adviser
STONE SUMMIT WEALTH LLCCRD#: 315438 MIAMI, FL
Registration History
2008201020122014201620182020202220242026IASTONE SUMMIT WEALTH LLC (CRD# 315438)2021 - Present (3 years)IAINVESTOR SOLUTIONS (CRD# 106532)2008 - 2021 (13 years)IATHE LUBITZ FINANCIAL GROUP (CRD# 108648)2007 - 2008 (1 year)
License(s)

State Registrations

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Florida 7/19/2021

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Texas 6/29/2021

Current Registration(s)
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STONE SUMMIT WEALTH LLC (CRD#:315438)
MIAMI, FL
Registered with this firm since 6/29/2021

Previous Registration(s)
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02/15/2008 - 06/23/2021 INVESTOR SOLUTIONS (CRD#:106532) COCONUT GROVE, FL
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06/04/2007 - 12/09/2008 THE LUBITZ FINANCIAL GROUP (CRD#:108648) MIAMI, 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.