Kurtis Medeiros has been an investment adviser representative at Stone House Investment Management since November 2025, and is not listed among the firm’s executive officers or direct owners.
Stone House Investment Management, LLC is a Tunkhannock, PA firm with $842M under management, 1,171 clients and 17 advisers across 6 offices, as of its July 2026 filing.
Kurtis Medeiros’ longest registration is the current one, under a year at Stone House Investment Management since 2025. Before joining Stone House Investment Management in 2025, Kurtis Medeiros was registered through LPL Financial LLC.
- – present · under a yearClarks Summit, PA · Adviser representative · Firm CRD 139410
- LPL Financial LLC– · under a yearClarks Summit, PA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Kurtis Medeiros is registered as an investment adviser representative in 2 states. Each was approved in November 2025.
- New YorkSince 5 November 2025
- PennsylvaniaSince 5 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 May 2025 |
| Series 7TO | General Securities Representative Examination | 14 April 2025 |
| SIE | Securities Industry Essentials Examination | 3 January 2025 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kurtis Royce Medeiros
- CRD
- 8038825
- Firm
- Stone House Investment Management · CRD 139410
- Office
- 103 W Grove Street, Clarks Summit, PA 18411
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Kurtis Medeiros work?
Kurtis Medeiros is an investment adviser representative registered through Stone House Investment Management, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kurtis Medeiros a financial advisor?
Yes. Kurtis Medeiros has a current investment-adviser registration in New York and Pennsylvania, through Stone House Investment Management since November 2025.
How many years of experience does Kurtis Medeiros have?
Kurtis Medeiros has 1 year in the financial industry, since April 2025, across 2 adviser firms.
What exams has Kurtis Medeiros passed?
Kurtis Medeiros has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2025.
Where did Kurtis Medeiros work before Stone House Investment Management?
Before Stone House Investment Management, Kurtis Medeiros was registered through LPL Financial LLC, May 2025 to October 2025.
Where is Kurtis Medeiros based?
Kurtis Medeiros’ registered office is in Clarks Summit, PA.
Is Kurtis Medeiros registered with FINRA?
No. Kurtis Medeiros has no current broker registration.
How can I verify Kurtis Medeiros’ record?
Search CRD 8038825 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kurtis Medeiros’ full registration record.
