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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-06-30 |
Branch Locations
5855 Sandy Springs Circle Suite 190, Atlanta, GA 30328 • United States
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc | Atlanta | GA | 01/1997 | Present |
| Stonex Advisors Inc | Atlanta | GA | 06/2016 | Present |
1)BLUE SKY EQUITY LLC (MEMBER) ZYGONE, LC - REAL ESTATE MANAGEMENT/OWNERSHIP (ENTITY OWNS REAL PROPERTY/OUR OFFICES) I DO NOT RECEIVE COMPENSATION - 2)THE PECK GROUP, LC.: NOT INVESTMENT RELATED: 5855 SANDY SPRINGS CIRCLE #190 ATLANTA, GA. 30328: NATURE OF BUSINESS, TAX LAW: POSITION, MANAGING PARTNER: START DATE, 2002: APPX NUMBER OF HOURS PER MONTH, 240, 10 DURING SECURITY TRADING HOURS: DESCRIPTION OF DUTIES, LEGAL SERVICES IN TAXATION, ESTATE PLANNING, BUSINESS PLANNING AND TAX RETURN PREPARATION. 3)CP Helix, LLC - 5855 Sandy Springs Circle, Ste 190, Atlanta, GA 30328 Real Estate Mgmt and Ownership Non-investment related Partner - own/manage properties 05/23/2014 5 hrs spent per month, 1 hr spent during market hrs 4) Zygone, LLC - 5855 Sandy Springs Circle, Suite 190, Atlanta, GA 30328 Nature of Business: Real estate management/ownership Investment Related: No Business Position: Managing Member Business Duties: Real estate management and ownership of commercial office Business Start Date: 01/15/2003 Approximately five hours spent on this OBA with zero during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-22 |
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