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Current Employers
Stonex Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-01-02
  • OH RA
    APPROVED
    Since 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

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
Stonex Securities Inc Beachwood OH 09/2014 Present
Stonex Advisors Inc Beachwood OH 01/2015 Present
  • 09/2014 → Present
    Stonex Securities Inc
    Beachwood, OH
  • 01/2015 → Present
    Beachwood, OH
Previous Registrations
  • 2012-03-06 → 2015-01-30
    Wrp Investments, Inc.
    Beachwood, OH
    Youngstown, OH
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-05
  • S66 Uniform Combined State Law Examination
    2012-03-05

View on SEC IAPD

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