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RIA / WealthAdvisorCertified Financial Planner21 years in industry

REBECCA ELIZABETH STONE

Advisor at BALENTINE

ATLANTA, GA

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Search this name across graphsid dfx:ria:0f99f14b-679a-cd20-2608-4ec8916ef178

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 6, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BALENTINE
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 5, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 5, 2005
First registration: Jan 6, 2005
Dual registered: no
IAPD individual key: 4804986

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Balentine	Independent wealth	Feb 24, 2025	n/a	yes	ATLANTA, GA	Current employment
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Nov 26, 2024	no	Atlanta, GA\|Atlanta, GA\|ATLANTA, GA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Apr 24, 2007	Jun 1, 2009	no	ATLANTA, GA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 6, 2005	Jan 23, 2007	no	CANTON, GA\|WOODSTOCK, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	Balentine	Nov 26, 2024	Feb 24, 2025	90	Firm change	Wirehouse to RIA
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
WELLS FARGO ADVISORS	CITIGROUP GLOBAL MARKETS INC.	Jan 23, 2007	Apr 24, 2007	91	Firm change	Other

Relationships

Registered with (4)

→ BALENTINERegistered adviserregistration: current employment
Feb 24, 2025 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Nov 26, 2024factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Apr 24, 2007 to Jun 1, 2009factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 6, 2005 to Jan 23, 2007factForm ADV

Dated events

Occurred
Nov 26, 2024
Advisor changed firm
Rebecca Elizabeth Stone left Morgan Stanley for Balentine (registered 2025-02-24)
Form ADVobserved 4 days ago