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Current Employers
Stonex Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-05-01
  • NH RA
    APPROVED
    Since 2025-05-01

Branch Locations

Chichester, NH • 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
1St Choice Retirement Planning Chichester NH 02/2005 Present
Stonex Securities Inc. Birmingham AL 12/2019 Present
  • 02/2005 → Present
    1St Choice Retirement Planning
    Chichester, NH
  • 12/2019 → Present
    Stonex Securities Inc.
    Birmingham, AL
Other Businesses

1)1ST CHOICE RETIREMENT PLANNING LLC - INVESTMENT RELATED. 270 BEAR HILL RD, CHICHESTER, NH 03258. INSURANCE SALES, HEALTH. LIFE, ANNUITY AND P&C. 100% OWNER, POSITION: OWNER. STARTED 2/2005. 120 HRS/MO, 80 HRS/MO DURING DURING TRADING. DUTIES: LICENSED INSURANCE BROKER IN STATE OF NH. 2) Charles and Therese Wagner Revocable Trust Nature of Business: My parents have asked me to be the successor trustee for their trust Investment Related: No Business Position, Title or Association: Successor Trustee Business Duties: N/A Business Start Date: 10/15/2019 Approximately zero hours on this OBA monthly.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-30
S63 Uniform Securities Agent State Law Examination 2003-03-05
  • S66 Uniform Combined State Law Examination
    2025-04-30
  • S63 Uniform Securities Agent State Law Examination
    2003-03-05
Other Names
  • Charles Wayne Wagner
  • Chip Wagner
  • Charles Wayne Wagner

View on SEC IAPD

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