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RIA / WealthAdvisor31 years in industry

WILLIAM ORLANDO STONE

Advisor at WAVERLY ADVISORS, LLC

BIRMINGHAM, AL | RIDGELAND, MS

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Search this name across graphsid dfx:ria:923d9cdd-32de-970b-288b-617ca5aa2b2d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 19, 1999 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: WAVERLY ADVISORS, LLC
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: Aug 30, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Aug 30, 1995
First registration: Apr 19, 1999
Dual registered: no
Other names: BILL STONE|WILLIAM O STONE
IAPD individual key: 2647149

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
WAVERLY ADVISORS, LLC	Independent wealth	Apr 2, 2024	n/a	yes	RIDGELAND, MS\|BIRMINGHAM, AL	Current employment
EFP ADVISORS	Former SEC adviser	Jan 10, 2014	May 7, 2024	no	JACKSON, MS	Previous registration
CS PLANNING CORP	Independent wealth	Jan 5, 2010	Apr 1, 2014	no	PORTLAND, OR	Previous registration
CS PLANNING CORP	Independent wealth	Mar 31, 2009	Dec 23, 2009	no	PORTLAND, OR	Previous registration
STANFORD GROUP COMPANY	n/a	Jun 8, 2006	Mar 17, 2009	no	JACKSON, MS	Previous registration
EFP WEALTH MANAGEMENT	n/a	Apr 19, 1999	Jun 27, 2006	no	JACKSON , MS	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
EFP ADVISORS	WAVERLY ADVISORS, LLC	May 7, 2024	Apr 2, 2024	-35	Firm change after gap	RIA to RIA
CS PLANNING CORP	EFP ADVISORS	Apr 1, 2014	Jan 10, 2014	-81	Firm change after gap	Other
STANFORD GROUP COMPANY	CS PLANNING CORP	Mar 17, 2009	Mar 31, 2009	14	Firm change	Other
EFP WEALTH MANAGEMENT	STANFORD GROUP COMPANY	Jun 27, 2006	Jun 8, 2006	-19	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
161249:115332:MS:2024-05-06	May 7, 2024	Apr 2, 2024	JACKSON, MS	Firm change after gap

Relationships

Registered with (5)

→ WAVERLY ADVISORS, LLCRegistered adviserregistration: current employment
Apr 2, 2024 to presentfactForm ADV
→ EFP ADVISORSRegistered adviserregistration: previous registration
Jan 10, 2014 to May 7, 2024factForm ADV
→ CS PLANNING CORPRegistered adviserregistration: previous registration
Jan 5, 2010 to Apr 1, 2014factForm ADV
→ STANFORD GROUP COMPANYRegistered adviserregistration: previous registration
Jun 8, 2006 to Mar 17, 2009factForm ADV
→ EFP WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 19, 1999 to Jun 27, 2006factForm ADV

Dated events

Occurred
May 7, 2024
Advisor changed firm
William Orlando Stone left Efp Advisors for Waverly Advisors, Llc (registered 2024-04-02)
Form ADVobserved 6 days ago