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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-19 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
61-57 62Nd Ave Suite 1L, Middle Village, NY 11379 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quest Capital Strategies, Inc. | Lake Forest | CA | 04/2012 | 12/2019 |
| Metroplus Health Plan | New York | NY | 03/2012 | Present |
| Pnv Industries Llc | Long Island City | NY | 03/2017 | Present |
| Stonex Securities Inc. | Middle Village | NY | 12/2019 | Present |
| Stonex Advisors Inc | Middle Village | NY | 12/2019 | Present |
1) Business Name: PNV Industries LLC Business Address: 218 E Park Ave, Suite 331 Long Beach NY 11561 Nature of Business: Commercial General Contractors Investment Related: No Business Position: CFO-Treasurer Business Duties: Manage financial risk for the company in addition to record keeping & financial reporting to general partner. Business Start Date: 03/01/2017 Approximately twenty hours spent on this OBA monthly, with zero during market hours. 2) Business Name: MetroPlus Health Plan Address: 50 Water St, 7th FL, New York, NY 10004 Nature of Business: Health Insurance Co. Investment Related: No Business Position: Medicare/MLTC Benefits Advisor Business Duties: Provide education & recommendations to prospects re: MLTC & Medicare Advantage Plans offered by MetroPlus Health Business Start Date: 03/07/2012 Approximately 125 hours spent on this OBA monthly, with 100 spent during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-08 |
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