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109 E. Escalones, San Clemente, CA 92672 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-03-05 |
| AL | RA | APPROVED | 2020-04-29 |
Branch Locations
109 E. Escalones, San Clemente, CA 92672 • United States
26050 Al Hwy 24, Trinity, AL 35673 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Sourcing | Trinity | AL | 01/1997 | Present |
| Stonex Securities Inc | Trinity | AL | 04/2020 | 09/2024 |
| Ignite Planners, Llc | San Clemente | CA | 03/2020 | Present |
1) Global Sourcing Services, Inc. 26060 AL Hwy 24 Suite B, Trinity, AL 35673 Nature of Business: Industrial Sales, Wholesale and retail to Manufacturers Investment Related: Non-Investment Related Title: President ( My wife and I are the only shareholders) Duties: Small private family owned business managed and operated by my son. My wide does the books and taxes and occasionally I answer questions or answer a phone call. Start Date: 01/1997 Hours Devoted to Business: 4 Hours Devoted to Business during Market Hours: 0 2) Trinity Advisor Group, Inc 26050 AL Hwy 24 Suite B Trinity, AL 35673 Nature of Business: DBA Financial Advisor Investment Related: Yes Title: President of DBA Duties: D.B.A. Financial Advisor. Life insurance and Securities products Start Date: 05/2014 Hours Devoted to Business: 20 Hours Devoted to Business during Market Hours: 2 3) Aldridge Grove Church of Christ 485 Co Rd 183 Moulton, AL 35650 Nature of Business: Religious, Church (minister) Investment Related: Non-Investment Related Title: Bible class teacher/pulpit minister Duties: Teach, preach and speak for a small rural church with has about 35 members Hours Devoted to Business: 15 hours, Sunday AM/PM and Wednesday night. Hours Devoted to Business during Market Hours: 0 4) THE ENRICHMENT CENTER PO BOX 2446, MADISON, AL 35758 BOARD MEMBER NOT INVESTMENT RELATED BUSINESS POSITION, TITLE OR ASSOCIATION: BOARD MEMBER BUSINESS DUTIES: BOARD MEMBER DECISIONS BUSINESS START DATE: 03/03/2021 APPROXIMATELY ONE HOUR SPENT ON THIS OBA WITH ZERO SPENT DURING MARKET HOURS. 5) INTERNATIONAL MOTORSPORTS HALL OF FAME 3198 SPEEDWAY BLVD, LINCOLN, AL 35096 NATURE OF BUSINESS: BOARD MEMBER INVESTMENT RELATED: NO BUSINESS POSITION: BOARD MEMBER BUSINESS DUTIES: BOARD MEMBER TO INTERNATIONAL MOTORSPORTS HALL OF FAME BUSINESS START DATE: 08/20/2017 APPROXIMATELY ZERO HOURS SPENT ON THIS OBA MONTHLY. 6)Advocate Nature of Business: Advocate for moral causes to the legislature of Alabama against gambling Investment Related: No Title: Advocate/Lobbyist Against Gambling Duties: Advocate for morality to the legislature against potential gambling legislation Start Date: 01/3/2022 Hours Devoted to Business: 25 Hours Devoted to Business during Market Hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-08 |
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