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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-01-30 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Niles, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beard Insurance Agency, Inc. | Cortland | OH | 06/1995 | Present |
| Stonex Advisors Inc | Niles | OH | 01/2015 | Present |
| Stonex Securities Inc | Niles | OH | 09/2014 | Present |
1) RKB INVESTMENTS, 41 EVANS STREET, NILES OH 44446: SOLE PROPRIETORSHIP, NATURE OF BUS: HANDLES BUSINESS INCOME AND EXPENSES FOR RANDALL BEARD TITLE: OWNER DUTIES: BUSINESS ACCOUNTING TIME SPENT: 5%,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-09-13 |
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