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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-17 |
| NC | RA | APPROVED | 2024-08-01 |
| FL | RA | APPROVED | 2024-07-24 |
| AL | RA | APPROVED | 2024-07-23 |
Branch Locations
2 Perimeter Park South, Suite 140E, Birmingham, AL 35243 • United States
6020 East Fulton, Ada, MI 49301 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc | Birmingham | AL | 10/2009 | 07/2024 |
| Stonex Advisors Inc | Birmingham | AL | 06/2016 | 07/2024 |
| Usa Financial Securities | Ada | MI | 07/2024 | Present |
| Headwater Asset Management | Birmingham | AL | 11/2009 | Present |
Headwater Asset Management LLC - 2 Perimeter Park South, Suite 140E., Birmingham, AL 35243. Start date 07/22/2024. Managing director. Insurance and Annuity sales. Investment related. 40 hours per month devoted to business. 33 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-08 |
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