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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-03-06 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Wayne, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc. | Wayne | NJ | 03/2015 | Present |
| Stonex Advisors Inc | Wayne | NJ | 04/2015 | Present |
1)INDEPENDENT INSURANCE AGENT SELLING DISABILITY, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE UNDER BENEFIT QUEST, INC FROM BUSINESS ADDRESS FOR COMPANIES AXA EQUITABLE, JOHN HANCOCK, PRUDENTIAL, BANNER LIFE/WILLIAM PENN, MUTUAL OF OMAHA 18 WEEKDAY HOURS STARTED 7/08 2) The Jagdish R. & Nita J. Shah Irrevocable Trust Nature of Business: I am a co-trustee on an irrevocable life insurance trust (ILIT) for my parents' universal survivorship life insurance policy Investment Related: Non-Investment Related Title: Co-Trustee Start Date: 11/04/1996 Duties: Provide annual statements to attorney. Hours Devoted to Business: less than 1 Hours Devoted to Business during Market Hours: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 1999-09-30 |
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