Investment adviser representative · Thomas Story And Son LLC
David T. Story
CRD 5004314 · Plymouth, IN
At a glance
David T. Story is an investment adviser representative with Thomas Story And Son LLC in Plymouth, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 2006, about 20 years ago.
Current advisory firm
- Thomas Story And Son LLCSince May 2009Plymouth, IN · $328M in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 8 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Thomas Story And Son LLC
- Thomas H. StoryPlymouth
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