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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2019-09-11 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
256 Seaboard Ln Suite G-102, Franklin, TN 37067 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Fayetteville | TN | 02/2013 | 08/2019 |
| Stonex Securities Inc | Franklin | TN | 09/2019 | Present |
| Stonex Advisors Inc | Thompsons Station | TN | 09/2019 | Present |
1) Mirror Consulting 2830 Stacey St Thompsons Station, TN 37179 Nature of Business: Business consulting. I will be going into businesses to consulting on cultural changes to team attitude, making sure employees are in the correct position , advising on how to run more efficient meetings. No financials will be discussed. Any financial planning would be done thru Legacy Investment Related: No Business Position: Owner Business Duties: Going into business to explain results of assessment. Advise on how to run more efficient team meetings. Make sure employees are in the correct position to garner the most joy from their work. This consulting is based on the Working Genius. I am a certified facilitator. No finances will be discussed with this consulting. Anything financial would roll up under Legacy. Business Start Date: 07/12/2022 Approximately 30 hours spent on this OBA monthly, with 1-2 hours spent during market hours. 2) Oak Crest Financial Partners - 256 Seaboard Lane G-102 Franklin, TN 37067 Nature of Business: This is a DBA for our StoneX business Investment Related: Yes Business Position: Partner Business Duties: This is a DBA for my StoneX business Business Start Date: 12/01/2024 Approximately 160hours spent on this OBA monthly, with 160 hours spent during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-12 |
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