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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

STONEKIMBRO

STONE INSURANCE SERVICES, INC., CRD 317356

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5290e0af-3d85-b022-2290-ef656708198b

Data as of Jul 11, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 6
On other graphs: 0
Observed: Jan 12, 2022 to Jul 11, 2022
9 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $20,000Item 5.F on the latest filing (2022-07-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $20,000
Private client RAUM: $20,000derivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2
Individual clients: 2
High net worth clients: 0
SEC number: 801-123223
CRD: 317356
Filings on the tape: 9
First filed: Jan 12, 2022
Latest filed: Jul 11, 2022
Organised: Corporation, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KIMBRO, DIANE, MARIE	PRINCIPAL OWNER & OFFICER	C	yes	10/2020	Jan 12, 2022	Jul 11, 2022
Kimbro, Eric, Jon	CHIEF COMPLIANCE OFFICER	Na	yes	01/2022	Jan 12, 2022	Jul 11, 2022
STONE, BRUCE, PHILLIPS	PRINCIPAL OWNER & OFFICER	D	yes	06/1969	Jan 12, 2022	Jul 11, 2022

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
LOS ANGELES	CA	United States	5	no

Relationships

Controls (3)

← KIMBRO, DIANE, MARIEOwnerPRINCIPAL OWNER & OFFICER, ownership code C, individual
Jan 12, 2022 to presentfactForm ADV
← Kimbro, Eric, JonOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 12, 2022 to presentfactForm ADV
← STONE, BRUCE, PHILLIPSOwnerPRINCIPAL OWNER & OFFICER, ownership code D, individual
Jan 12, 2022 to presentfactForm ADV

Registered with (5)

← DIANE MARIE KIMBROAdvisorregistration: previous registration
Feb 25, 2022 to Jun 19, 2025factForm ADV
← HAGOP (JACOB) SAHAK TUJIANAdvisorregistration: previous registration
Mar 9, 2022 to Jun 19, 2025factForm ADV
← TROY DEAN FOLKAdvisorregistration: previous registration
Mar 9, 2022 to Jun 19, 2025factForm ADV
← Evan Peter KimbroAdvisorregistration: previous registration
Oct 11, 2024 to Jun 19, 2025factForm ADV
← BRUCE PHILLIPS STONEAdvisorregistration: previous registration
Feb 25, 2022 to Jun 19, 2025factForm ADV

Dated events

Occurred
Jun 19, 2025
Advisor changed firm
Evan Peter Kimbro left Stonekimbro for Independent Financial Group, Llc (registered 2026-01-08)
Form ADVobserved 6 days ago
Occurred
Jun 19, 2025
Advisor changed firm
Hagop (Jacob) Sahak Tujian left Stonekimbro for Rfg Advisory, Llc (registered 2026-04-13)
Form ADVobserved 6 days ago
Occurred
Jun 19, 2025
Advisor departed, no destination yet
Diane Marie Kimbro no longer registered at Stonekimbro; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Jun 19, 2025
Advisor departed, no destination yet
Troy Dean Folk no longer registered at Stonekimbro; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Jun 19, 2025
Advisor departed, no destination yet
Bruce Phillips Stone no longer registered at Stonekimbro; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Jan 12, 2022
First Form ADV filing
Stonekimbro filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5290e0af-3d85-b022-2290-ef656708198b
First observed: Jan 12, 2022
Last observed: Jul 11, 2022 51 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STONEKIMBRO

STONE INSURANCE SERVICES, INC., CRD 317356

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5290e0af-3d85-b022-2290-ef656708198b

Data as of Jul 11, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KIMBRO, DIANE, MARIE

PRINCIPAL OWNER & OFFICER

yes

10/2020

Jan 12, 2022

Jul 11, 2022

Kimbro, Eric, Jon

CHIEF COMPLIANCE OFFICER

yes

01/2022

Jan 12, 2022

Jul 11, 2022

STONE, BRUCE, PHILLIPS

PRINCIPAL OWNER & OFFICER

yes

06/1969

Jan 12, 2022

Jul 11, 2022

City

State

Country

Employees

Also broker-dealer

LOS ANGELES

United States