DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Raymond Scott Stone
Feed of 09/14/2026
Also filed as Scott Stone
At current firm
20 y
since Feb 27, 2006
In the industry
23 y
since Mar 31, 2003 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Stone House Investment Management, LLC independent RIA currentsince Feb 27, 2006 · Tunkhannock, Pa
- Robert J. Brown, CFP unclassifiedOct 5, 2004 to Feb 27, 2006 · Montrose, Pa
- Pan-American Investment Advisers, Inc. unclassifiedOct 1, 2003 to Dec 31, 2004 · Montrose, Pa
Moves
a registration end followed by a registration begin elsewhere
- Robert J. Brown, CFP to Stone House Investment Management, LLCleft Feb 27, 2006, registered Feb 27, 2006 (0 days) · Other
- Pan-American Investment Advisers, Inc. to Robert J. Brown, CFPleft Dec 31, 2004, registered Oct 5, 2004 (-87 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address