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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-11-23 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
333 Se 2Nd Ave 21St Floor, Miami, FL 33131 • 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 |
|---|---|---|---|---|
| Citigroup | New York | NY | 08/2013 | 01/2017 |
| Stonex Securities Inc. | Miami | FL | 08/2020 | Present |
| Stonex Advisors Inc. | Miami | FL | 08/2020 | Present |
| Vts Capital Partners | Weston | FL | 05/2017 | 07/2018 |
| Weichert Realtors | Capella Estates | Weston | FL | 01/2017 | Present |
Weichert Realtors Capella Estates 2800 Weston Rd Suite 103 Weston, FL 33331 Nature of Business: Real Estate Investment Related: Non-Investment Related Start Date: 1/2017 Title: Real Estate Agent Duties: I represent buyers who want to purchase residential property either for their own use or as an investment. Hours Devoted to Business: 20 hours a month/Weekends only Hours Devoted to Business during Market Hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-16 |
| S65 | Uniform Investment Adviser Law Examination | 1998-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-17 |
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