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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 | 2019-10-01 |
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
1 disclosure category 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 |
|---|---|---|---|---|
| Metlife Securities Inc | Franklin | TN | 11/2015 | 03/2017 |
| Mml Investors Services, Llc | Franklin | TN | 03/2017 | 09/2019 |
| Massachusetts Mutual Life Insurance Company | Franklin | TN | 03/2017 | 09/2019 |
| Stonex Securities Inc | Franklin | TN | 09/2019 | Present |
| Stonex Advisors Inc | Franklin | TN | 09/2019 | Present |
1) Health/Group Employee Benefits 6700 Tower Circle Suite 310 Franklin, TN 37067 Nature of Business: Group Benefits Investment Related: Non-Investment Related Title: Producer Duties: Advisor/Referral Partner Start Date: 2/1/15 Hours Devoted to Business: 4 Hours Devoted to Business Market Hours: 4 2) Oak Crest Financial Partners LLC - 1415 Liberty Pike, Franklin, TN 37067 Nature of Business: New DBA for SA Stone Financial Advisory Practice Investment Related: Yes Business Position: Owner - Financial Advisor Business Duties: DBA for Advisory Practice - Financial Advisor Business Start Date: 08/01/2023 Approximately 40 hours spent on this OBA monthly, with 160 hours spent on this OBA monthly during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-04 |
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