Adam Stone has been an investment adviser representative at Storehouse Financial since June 2022, and is not listed among the firm’s executive officers or direct owners.
Storehouse Financial LLC is a Fort Worth, TX firm with $240M under management, 1,346 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Adam Stone is a Financial Advisor at Storehouse Financial, based in Fort Worth, TX. He joined the firm in May 2022, after eight years in finance at Lockheed Martin and eight years as a financial advisor with Thrivent. He also serves as a Command Sergeant Major in the US Army Reserve.
Adam Stone’s longest registration was 7 years at Thrivent Investment Management Inc. (2015–2022). Before joining Storehouse Financial in 2022, Adam Stone was registered through Thrivent Investment Management Inc.
- Storehouse Financial LLCCurrent– present · 4 yearsFort Worth, TX · Adviser representative · Firm CRD 140738
- Thrivent Investment Management Inc.– · 7 yearsGrand Prairie, TX · Adviser representative · Firm CRD 18387
Investment adviser representative registrations
Adam Stone is registered as an investment adviser representative in 3 states. The first approvals date from June 2022; the most recent is Florida, in July 2022.
- CaliforniaSince 20 June 2022
- FloridaSince 11 July 2022
- TexasSince 20 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 12 February 2015 |
| Series 7 | General Securities Representative Examination | 12 January 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 June 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 May 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6320264
- Firm
- Storehouse Financial · CRD 140738
- Office
- 3200 RIVERFRONT DR., SUITE 204, Fort Worth, TX 76107
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- storehouse.com
Where does Adam Stone work?
Adam Stone is an investment adviser representative registered through Storehouse Financial LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Adam Stone a financial advisor?
Yes. Adam Stone has a current investment-adviser registration in California, Florida and Texas, through Storehouse Financial since June 2022.
How many years of experience does Adam Stone have?
Adam Stone has 12 years in the financial industry, since May 2014, across 2 adviser firms.
What exams has Adam Stone passed?
Adam Stone has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in May 2014. FINRA credited Adam Stone with the SIE, which began in October 2018.
Where did Adam Stone work before Storehouse Financial?
Before Storehouse Financial, Adam Stone was registered through Thrivent Investment Management Inc., February 2015 to June 2022.
Where is Adam Stone based?
Adam Stone’s registered office is in Fort Worth, TX.
Is Adam Stone registered with FINRA?
No. Adam Stone has no current broker registration.
How can I verify Adam Stone’s record?
Search CRD 6320264 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Stone’s full registration record.
