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Detailed Report
MAURY ANDREW STONE JR.
MAURY ANDREW STONE
CRD#: 6325445
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Investment Adviser
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Previous Broker
BEACON HARBOR WEALTH ADVISORSCRD#: 300243 440 VIKING DRIVE, SUITE 200
VIRGINIA BEACH, VA 23452
Registration History
2014201520162017201820192020202120222023202420252026IABEACON HARBOR WEALTH ADVISORS (CRD# 300243)2019 - Present (5 years)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2014 - 2019 (4 years)IAWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2015 - 2019 (4 years)IABEACON HARBOR WEALTH ADVISORS (CRD# 300243)2019 - 2019 (<1 year)
License(s)

State Registrations

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Texas 5/16/2019
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Virginia 5/21/2019
Current Registration(s)
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BEACON HARBOR WEALTH ADVISORS (CRD#:300243)
440 VIKING DRIVE, SUITE 200, VIRGINIA BEACH, VA 23452
Registered with this firm since 5/16/2019
Previous Registration(s)
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 01/03/2015 - 05/21/2019 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) VIRGINIA BEACH, VA
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 10/23/2014 - 05/21/2019 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) VIRGINIA BEACH, VA
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 02/22/2019 - 02/25/2019 BEACON HARBOR WEALTH ADVISORS (CRD#:300243) VIRGINIA BEACH, VA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.