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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-02-01 |
Branch Locations
620 Second Ave N, Clanton, AL 35045 • United States
7075 Halcyon Park Dr, Montgomery, AL 36117 • 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 |
|---|---|---|---|---|
| Benjamin F. Edwards & Co. | Birmingham | AL | 12/2015 | 07/2017 |
| River Bank & Trust | Montgomery | AL | 07/2017 | Present |
| Infinex Investments, Inc. | Meriden | CT | 07/2017 | 02/2024 |
| Stonex Securities, Inc | Montgomery | AL | 02/2024 | Present |
| Stonex Advisors, Inc. | Montgomery | AL | 02/2024 | Present |
1) River Financial Services - 7075 Halcyon Park Drive, Montgomery, Alabama 36117 Nature of Business: River Bank & Trust's Investment Department, DBA River Financial Services Investment Related: Yes Business Position: Senior Vice President, Financial Advisor Business Duties: DBA we use for our advisory and brokerage business Business Start Date: 2/1/2024 Approximately 40 hours spent on this OBA monthly, with 40 spent during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-01 |
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