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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-01-02 |
Branch Locations
3333 Richmond Suite 135, Beachwood, OH 44122 • 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 |
|---|---|---|---|---|
| Stonex Securities Inc | Beachwood | OH | 09/2014 | Present |
| Stonex Advisors Inc | Beachwood | OH | 01/2015 | Present |
1) Weinberg Wealth Management 3333 Richmond Rd Suite 135 Beachwood, OH 44122 Nature of Business: Investment Advisor Investment Related: Yes Title: Partner Start Date: 07/01/2011 Duties: Work with individuals and companies investing their investment dollars, mainly in stock and bond portfolios utilizing 3rd party money managers. Hours Devoted to Business: 160 Hours Devoted to Business during Market Hours: 6.5 2) Jewish Education Center of Cleveland - 2030 South Taylor Rd, Cleveland Heights OH 44118 Nature of Business: Educational arm of the Jewish Federation of Cleveland. Investment Related: No Title: Board President Start Date: 06/01/2025 Duties: Hold board meeting quarterly; meet with CEO in between to discuss prep work for meetings and any issues that may arise; stay up to date on things education related in Jewish Cleveland Hours Devoted to Business: 2-3 Hours Devoted to Business during Market Hours: 0 3) Jewish Federation of Cleveland - 25701 Science Park Drive Beachwood OH 44122 Nature of Business: Member of the Board of Trustees serving on the Overseas Committee and Israel Emergency Distribution Committee Investment Related: No Title: Committee Member Start Date: 11/25/2025 Duties: attend committee meetings and provide input and suggestions Hours Devoted to Business: 1-2 Hours Devoted to Business during Market Hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-05 |
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