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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 | 2026-01-17 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
5258 Transportation Blvd Suite 102, Garfield Height, OH 44125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matrix Iii Income Tax Service, Llc | Garfield Heights | OH | 10/2002 | Present |
| Investment Network, Inc. | Fairlawn | OH | 01/2005 | 11/2025 |
| Stonex Advisors Inc. | Garfield Heights | OH | 11/2025 | 11/2025 |
| Stonex Securities Inc | Garfield Heights | OH | 11/2025 | Present |
| Stonex Advisors Inc. | Garfield Heights | OH | 01/2026 | Present |
1) Matrix III Income Tax Service, LLC - 5258 Transportation Blvd. Suite 102, Garfield Heights, OH. 44125 Nature of Business: Tax Preparation Investment Related: No Business Position: Owner, Tax Preparer, Manager Business Duties: Management Tax Preparation Business Start Date: 11/01/2002 Approximately 160 hours spent on this OBA monthly, with 40 during market hours 2) Life and Health Insurance Major Lines Ohio - 5258 Transportation Blvd. Suite 102, Garfield Heights, OH. 44125 Nature of Business: Life & Health Insurance Sales Investment Related: Yes Business Position: Producer Business Duties: Sales as it relates to Life and Health Insurance Products: Typically Fixed, FIA, and Variable Annuities Business Start Date: 06/01/2002 Approximately 8 hours spent on this OBA monthly, with 4 during market hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-31 |
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