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Current Employers
Stonex Advisors Inc.

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-01-30
  • OH RA
    APPROVED
    Since 2015-01-30

Branch Locations

1576 Mckaig Avenue, Troy, OH 45373 • United States

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stonex Securities Inc Troy OH 09/2014 Present
Stonex Advisors Inc Troy OH 01/2015 Present
  • 09/2014 → Present
    Stonex Securities Inc
    Troy, OH
  • 01/2015 → Present
    Troy, OH
Previous Registrations
  • 2013-05-31 → 2015-01-30
    Wrp Investments, Inc.
    Youngstown, OH
    Troy, OH
  • 2008-06-12 → 2013-06-11
    Hilliard, OH
    Mooresville, NC
    Troy, OH
  • 2003-09-02 → 2008-05-27
    Raymond James Financial Services, Inc.
    Columbus, OH
    Columbus, OH
Other Businesses

1)CRESS WEALTH STRATEGIES, 1576 MCKAIG AVE, TROY OH 45373: NATURE OF BUS: INSURANCE SALES, TITLE: PRESIDENT, DUTIES: SELL LIFE INSURANCE, TIME SPENT: 1%, COMPENSATION: COMMISSION, 2)CRESS WEALTH STRATEGIES D/B/A, 1576 MCKAIG AVE, TROY OH 45373: D/B/A, TITLE: PRESIDENT, TIME SPENT: 85% COMPENSATION: COMMISSIONS & FEES, 3)SUNDOWN TAN, LLC, 1578 MCKAIG AVE, TROY, OH 45373: CORPORATION/LLC, NATURE OF BUS: INDOOR TANNING SALONS, TITLE: PRESIDENT, DUTIES: BOOKS/FINANCIALS & PAYROLL, TIME SPENT: 15%, COMPENSATION: SALARY/PROFIT DISTRIBUTIONS, 4)LTB INC, 1582 MCKAIG AVE, TROY OH 45373: CORPORATION, NATURE OF BUS: BARBER/BEAUTY SALON, TITLE: TREASURER, DUTIES: BOOKS & FINANCIALS, TIME SPENT: <5%, COMPENSATION: PROFIT, 5)LTBD INC. DBA WISHY WASHY CAR WASH, 309 S DORSET ROAD, TROY OH 45373: CORPORATION, NATURE OF BUS: CAR WASH, TITLE: VICE PRESIDENT, DUTIES: MARKETING/BUS PLANNING, COMPENSATION: PROFIT DISTRIBUTIONS, 6)PRIMO REAL ESTATE LLC, 1578 MCKAIG AVE, TROY OH 45373: NATURE OF BUS: REAL ESTATE HOLDING, TITLE: PRESIDENT, DUTIES: BOOKS & PAY PROPERTY TAXES, TIME SPENT: <1%, COMPENSATION: NONE 7) MILTON - UNION SCHOOLS NATURE OF BUSINESS: SERVE ON THE LOCAL SCHOOL BOARD WHERE MY PERSONAL RESIDENCE IS LOCATED. INVESTMENT RELATED: NO BUSINESS POSITION: SCHOOL BOARD MEMBER BUSINESS DUTIES: EVALUATING AND VOTING ON ISSUES WITH THE LOCAL SCHOOL DISTRICT BUSINESS START DATE: 07/19/2022 APPROXIMATELY 2-5 HOURS SPENT ON THIS OBA MONTHLY, WITH ZERO DURING MARKET HOURS.

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