Company Name:
WEALTHSTONE ADVISORS
Alternative Name:
WEALTHSTONE FAMILY OFFICE LLC
Address:
5000 HORIZONS DR, COLUMBUS OH 43220
CRD Number:
110725
SEC Number:
801-20781
Financial Regulator:
SEC/ FINRA
Registration started
Ended
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
CDR: 1174596
Douglas Sheffield
DOUG SHEFFIELD
started on 1999-11-22
CDR: 1211593
PAUL BREEN
started on 1999-11-22
CDR: 1740015
GREGORY SMITH
started on 1999-11-22
CDR: 473655
JAMES WYLAND
started on 1999-11-22
CDR: 2111297
Mark Kindberg
Mark D Kindberg Mark David Kindberg Mark Kindberg
started on 2004-01-22
CDR: 2111297
Mark Kindberg
Mark D Kindberg Mark David Kindberg Mark Kindberg
ended on 2006-02-04
CDR: 4808581
JAMES ROGERS
JAMES A ROGERS
started on 2009-04-28
CDR: 4422523
ALBERT CHU
ALBERT CHU
started on 2009-11-23
CDR: 1155660
BRIAN STERTZER
started on 2009-06-22
CDR: 2646240
DIANE ARMSTRONG
DIANE ELIZABETH MCCORKLE
started on 2009-04-29
CDR: 4808581
JAMES ROGERS
JAMES A ROGERS
ended on 2011-03-04
CDR: 2646240
DIANE ARMSTRONG
DIANE ELIZABETH MCCORKLE
ended on 2012-10-29
CDR: 6301286
GREG GRABOVAC
started on 2015-03-18
CDR: 4422523
ALBERT CHU
ALBERT CHU
ended on 2015-09-29
CDR: 4073439
CHRISTIAN HVIID
CHRISTIAN FREDERICK HVIID CHRISTIAN FREDERIK HVIID
started on 2016-01-27
CDR: 1740015
GREGORY SMITH
ended on 2016-04-07
CDR: 6799649
Cheryl Lutman
Cheryl Lynne Benson Cheryl Lutman
started on 2017-05-19
CDR: 6301286
GREG GRABOVAC
ended on 2017-01-24
CDR: 6941925
Christopher Rule
Christopher Don Melvin Rule
started on 2018-04-26
CDR: 2470898
NORMAN COOK
NORM COOK
started on 2018-09-14
CDR: 6856611
Gina Grote
Gina Marie Imondi
started on 2018-09-26
CDR: 4651271
KEVIN KALE
KEVIN JOSEPH KALE MR.
started on 2018-10-26
CDR: 6608953
ELIAS CALESHU
ELIAS J CALESHU Lee Caleshu
started on 2018-09-14
CDR: 6844525
JACK ZHANG
started on 2018-09-14
CDR: 4073439
CHRISTIAN HVIID
CHRISTIAN FREDERICK HVIID CHRISTIAN FREDERIK HVIID
ended on 2018-09-13
CDR: 3091416
Angela Neumann
ANGELA JOYCE NEUMANN
started on 2019-01-25
CDR: 1174596
Douglas Sheffield
DOUG SHEFFIELD
ended on 2019-01-16
CDR: 6856611
Gina Grote
Gina Marie Imondi
ended on 2019-09-17
CDR: 4651271
KEVIN KALE
KEVIN JOSEPH KALE MR.
ended on 2019-02-01
CDR: 6608953
ELIAS CALESHU
ELIAS J CALESHU Lee Caleshu
ended on 2019-08-16
CDR: 6434878
PETER KLINGELHOFER
started on 2020-04-01
CDR: 6434878
PETER KLINGELHOFER
ended on 2021-01-27



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