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RIA / WealthAdvisor31 years in industry

LAWRENCE ALAN STACK

Advisor at STACK WEALTH MANAGEMENT, LLC

PERRY, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 15, 2007 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: STACK WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 2, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 2, 1995
First registration: Nov 15, 2007
Dual registered: no
Other names: LARRY STACK
IAPD individual key: 2550460

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
STACK WEALTH MANAGEMENT, LLC	State registered	Mar 23, 2026	n/a	yes	PERRY, GA	Current employment
STACK WEALTH MANAGEMENT, LLC	State registered	Sep 15, 2016	Dec 31, 2025	no	PERRY, GA	Previous registration
ASSET MANAGEMENT STRATEGIES, INC.	Independent wealth	Apr 22, 2016	Jul 26, 2016	no	Suwanee, GA	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Jun 17, 2011	Oct 9, 2015	no	MINNEAPOLIS, MN\|MORGAN HILL, CA	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Nov 15, 2007	Jun 29, 2011	no	MORGAN HILL, CA\|ROSEVILLE, CA\|MORGAN HILL, CA	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
ASSET MANAGEMENT STRATEGIES, INC.	STACK WEALTH MANAGEMENT, LLC	Jul 26, 2016	Sep 15, 2016	51	Firm change	Other
QUESTAR ASSET MANAGEMENT, INC.	ASSET MANAGEMENT STRATEGIES, INC.	Oct 9, 2015	Apr 22, 2016	196	Firm change	Other
WOODBURY FINANCIAL SERVICES, INC.	QUESTAR ASSET MANAGEMENT, INC.	Jun 29, 2011	Jun 17, 2011	-12	Firm change	Other

Relationships

Registered with (4)

→ STACK WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 15, 2016 to Dec 31, 2025factForm ADV
→ ASSET MANAGEMENT STRATEGIES, INC.Registered adviserregistration: previous registration
Apr 22, 2016 to Jul 26, 2016factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 17, 2011 to Oct 9, 2015factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 15, 2007 to Jun 29, 2011factForm ADV

Dated events

No dated event names this entity yet.