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Beverly Greene Surles

Stonex Advisors Inc.

Madison, MS

Birmingham, AL

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Current Employers
Stonex Advisors Inc.

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2016-07-05
  • MS RA
    APPROVED
    Since 2016-07-05

Branch Locations

513 Cobblestone Ct Suite 2, Madison, MS 39110 • United States

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stonex Securities Inc. Ridgeland MS 01/2010 Present
Stonex Advisors Inc. Ridgeland MS 07/2016 Present
  • 01/2010 → Present
    Stonex Securities Inc.
    Ridgeland, MS
  • 07/2016 → Present
    Stonex Advisors Inc.
    Ridgeland, MS
Previous Registrations
  • 2007-12-10 → 2016-07-05
    Intl Advisory Consultants Inc.
    Birmingham, AL
  • 2000-12-08 → 2007-12-17
    Ubs Financial Services Inc.
    Jackson, MS
    Jackson, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-02-04
S63 Uniform Securities Agent State Law Examination 1991-05-06
  • S65 Uniform Investment Adviser Law Examination
    1995-02-04
  • S63 Uniform Securities Agent State Law Examination
    1991-05-06
Other Names
  • Beverly Leigh Greene
  • Beverly Leigh Greene Surles

View on SEC IAPD

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