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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-01-30 |
Branch Locations
33 Walker Road Bldg. 2 Suite 200, North Andover, MA 01845 • United States
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Street Financial Services | North Andover | MA | 10/1991 | Present |
| Stonex Securities Inc. | North Andover | MA | 09/2014 | Present |
| Stonex Advisors Inc. | North Andover | MA | 01/2015 | Present |
1) STREET FINANCIAL SERVICES, 33 WALKER ROAD, BLDG 2, SUITE 200 NORTH ANDOVER, MA 07845: NATURE OF BUSINESS: DBA Financial Planning, investments, insurance INVESTMENT RELATED: YES BUSINESS POSITION: OWNER BUSINESS DUTIES: Financial planning, investments, insurance BUSINESS START DATE: 10/01/1991 APPROXIMATELY 160 HOURS SPENT ON THIS OBA MONTHLY, AND IS GENERALLY AVAILABLE EACH DAY DURING MARKET HOURS. 2) JEFFREY STREET 33 WALKER ROAD BLDG 1B NORTH ANDOVER, MA 07845 TITLE: OWNER NATURE: OWN OFFICE CONDO FOR RENTAL DUTIES: OWNER OF OFFICE SUITE TO BE LEASED OUT. APPROX HOURS PER MONTH SPENT ON? 1 APPROX HOURS DURING MARKET HOURS? 0 3) Brookmeadow Office Park Date Started: 3/1/2013 Relationship: Trustee with no bank authority Non-Investment Related Nature: One of three trustees of the Brookmeadow Office Park. Own three condo units in the complex and am the largest single owner by square footage. Duties include one vote of the three trustees regarding association policies, upkeep and maintenance of the buildings. I retain no signature authority on the bank accounts. Duties: Voting member regarding maintenance, policy and procedures of association. No signature authority on checking account. Approximately 1 hour spent a month on OBA. None during market hours. 4)Jeffrey Street, TTEE Jeffrey Street Rev Trust Salem, NH 03079 Manage money for personal revocable trust Investment related 12/18/2012 1 hour spent per month; 1 hour spent during market hours 5) Jenan realty Trust 202 Brookside Drive Andover, MA Nature of Business: Commercial real estate rental Investment Related: Non-Investment Related Title: Co Trustee Duties: Co Trustee Start Date: 2/1/2018 Hours Devoted to Business: 1 Hours Devoted to Business during Market Hours: 0 6) U16 Main Realty Trust 202 Brookside Drive Andover, MA Nature of Business: Commercial real estate rental Investment Related: Non-Investment Related Title: Co Trustee Duties: Co Trustee 50% owner Start Date: 2/1/2018 Hours Devoted to Business: 1 Hours Devoted to Business during Market Hours: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-06-27 |
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