Sa Stone Wealth Management Inc.

Active Birmingham, AL

Sa Stone Wealth Management Inc. Overview

Sa Stone Wealth Management Inc. filed as a Foreign for Profit Corporation in the State of Florida on Tuesday, April 2, 2002 and is approximately twenty-two years old, according to public records filed with Florida Department of State. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state they originally filed in. This does not necessarily mean that they are from outside the United States.

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Key People

Who own Sa Stone Wealth Management Inc.

Name
Jay W. Carter 6
Board of Directors
President
CEO
Chief Executive Officer
Chief Executive Officer
NonPres
Director
Secretary
Eric Needleman 4
Chairman
Board of Directors
Director
Jon B. Sanderson 6
Board of Directors
Secretary
Director
Conner Fred Wagstaff 5
Board of Directors
NonTreas
CFO
Treasurer
Secretary
Director
Chief Financial Officer
Joseph Porzio 1
CFO
William John Dunaway 3
Director
NonDir
Sean M. O'Connor 3
Director
NonDir
Xuong Nguyen 2
Director
NonDir
Brian Parker
Cco
COO
Charles M. Lyon 4
NonDir
Director
Brian T. Sephton 2
NonDir
Director
Patricia Marie Harrod 1
NonDir
Director
David F. Bolte 1
NonSec
James S. Holbrook 5
Chairman
CEO
Director
Cheryl Witt 4
CFO
C. Fred Wagstaff 3
CFO
Treasurer
Director
F. Eugene Woodham 6
Treasurer
Director
Secretary
Brian Barze 4
Treasurer
Director
Wagstaff Conner Fred 1
Treasurer
William K. Holbrook 5
Director
Secretary
Robert F. Lamkin 4
Secretary
Andrew R. Chambless 2
Secretary
Franklin E. Woodham 1
Secretary
Brian S. Sepe
Director
H. Lowell Wainwright
Director
Showing 8 records out of 25

Known Addresses for Sa Stone Wealth Management Inc.

2 Perimeter Park S Birmingham, AL 35243 800 Shades Creek Pkwy Birmingham, AL 35209 1075 Jordan Creek Pkwy West Des Moines, IA 50266 1075 Jordan Ck Pkwy W Des Moines, IA 50301

Corporate Filings for Sa Stone Wealth Management Inc.

Florida Department of State

Filing Type: Foreign for Profit Corporation
Status: Active
State: Florida
State ID: F02000001630
Date Filed: Tuesday, April 2, 2002

Texas Secretary of State

Filing Type: Foreign For-Profit Corporation
Status: Active In existence
State: Texas
State ID: 800147254
Date Filed: Tuesday, December 3, 2002
Registered Agent National Registered Agents, Inc.

California Secretary of State

Filing Type: Statement & Designation By Foreign Corporation
Status: Active
State: California
Foreign State: Delaware
State ID: 02884544
Date Filed: Tuesday, June 6, 2006
Registered Agent National Registered Agents, Inc.

Nevada Secretary of State

Filing Type: Foreign Corporation
Status: Active
State: Nevada
Foreign State: Delaware
State ID: C13221-2002
Date Filed: Friday, May 24, 2002
Registered Agent National Registered Agents, Inc. of Nv

New York Department of State

Filing Type: Foreign Business Corporation
Status: Active
State: New York
Foreign State: Delaware
County: New York
State ID: 2913503
Date Filed: Friday, May 30, 2003
Registered Agent National Registered Agents, Inc.
DOS Process National Registered Agents, Inc.
Source Record NY DOS

Corporate Notes

Source Date Type Note
5/24/2002 Foreign Qualification
12/3/2002 Application for Certificate of Authority
5/30/2003 Name History/Actual Sal Financial Services, Inc.
7/22/2003 Annual List
7/6/2004 Annual List List of Officers for 2004 to 2005
10/22/2004 Tax Forfeiture
5/5/2005 Annual List
8/26/2005 Reinstatement
12/31/2005 Public Information Report (PIR)
12/31/2005 Public Information Report (PIR)
3/28/2006 Annual List 06-07
12/31/2006 Public Information Report (PIR)
4/13/2007 Annual List 07-08
5/24/2007 Application for Amended Certificate of Authority
12/31/2007 Public Information Report (PIR)
4/8/2008 Annual List
6/16/2008 Amendment
6/16/2008 Miscellaneous
7/1/2008 Name History/Actual Sterne Agee Financial Services, Inc.
12/31/2008 Public Information Report (PIR)
5/28/2009 Annual List
12/31/2009 Public Information Report (PIR)
4/19/2010 Change of Name or Address by Registered Agent
5/7/2010 Annual List
9/13/2010 Registered Agent Change
9/16/2010 Change of Registered Agent/Office
12/31/2010 Public Information Report (PIR)
5/11/2011 Annual List
12/31/2011 Public Information Report (PIR)
3/28/2012 Change of Name or Address by Registered Agent
5/14/2012 Annual List
12/31/2012 Public Information Report (PIR)
3/15/2013 Change of Name or Address by Registered Agent
5/15/2013 Annual List
12/2/2013 Change of Name or Address by Registered Agent
12/31/2013 Public Information Report (PIR)
5/7/2014 Annual List
12/31/2014 Public Information Report (PIR)
4/23/2015 Annual List
12/31/2015 Public Information Report (PIR)
5/31/2016 Annual List
12/31/2016 Public Information Report (PIR)
4/5/2017 Annual List
7/7/2017 Amendment
5/24/2018 Annual List
2/8/2024 Application for Amended Registration

Sources

Florida Department of State
Data last refreshed on Saturday, April 6, 2024
Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024
Nevada Secretary of State
Data last refreshed on Wednesday, May 8, 2019
New York Department of State
Data last refreshed on Sunday, April 28, 2024
California Secretary of State
Data last refreshed on Monday, April 4, 2022

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