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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-05-01 |
Branch Locations
Chichester, NH • 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 |
|---|---|---|---|---|
| 1St Choice Retirement Planning | Chichester | NH | 02/2005 | Present |
| Stonex Securities Inc. | Birmingham | AL | 12/2019 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-05 |
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