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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2015-01-30 |
Branch Locations
2250 Murrell Road Suite E, Lynchburg, VA 24501 • United States
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Lynchburg, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty University | Lynchburg | VA | 08/1998 | Present |
| Stonex Securities Inc | Lynchburg | VA | 09/2014 | Present |
| Stonex Advisors Inc | Lynchburg | VA | 01/2015 | Present |
1) EXECUTIVE FINANCIAL SERVICES D/B/A, 2250 MURRELL ROAD SUITE L, LYNCHBURG, VA 24501: SOLE PROPRIETORSHIP, NATURE OF BUS: INSURANCE AGENY, TITLE: INSURANCE AGENT / OWNER, DUTIES: SELL INSURANCE, TIME SPENT: 20%, COMPENSATION: COMMISSIONS 2) ADJUNCT FACULTY LIBERTY UNIVERSITY 1971 UNIVERSITY BLVD, LYNCHBURG, VA 24515 PART-TIME COLLEGE EDUCATIONAL INSTRUCTION NON INVESTMENT RELATED ADJUNCT PROFESSOR/TEACHING PART-TIME TEACH COLLEGE BUSINESS COURSES BUSINESS START DATE - 08/19/2019 APPROXIMATELY TWENTY HOURS SPENT ON THIS OBA MONTHLY WITH TWENTY SPENT DURING MARKET HOURS. 3) Sweet Briar College 134 Chapel Road Sweet Briar, VA 24595 Nature of Business: Teaching business to college students. Investment Related: No Business Position: Adjunct Instructor of Business Business Duties: I would teach one business course on a Tuesday and Thursday evening schedule from 7:00 pm to 8:30 pm on their college campus. Business Start Date: 09/01/2022 Approximately 15-20 hours spent on this OBA monthly, with zero during market hours. 4) Kentucky State University Adjunct Professor - 400 East Main St. Frankfort, Ky. 40601 Nature of Business: College education Investment Related: No Business Position: Adjunct Professor Business Duties: Adjunct professor of finance Business Start Date: 03/12/2025 Approximately 20 hours. It is online so flexibility of what specific time periods. Zero spent during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-03 |
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