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Zachary F Lee

Stonex Advisors Inc.

Tuscaloosa, AL

Birmingham, AL

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Current Employers
Stonex Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2022-09-12
  • AL RA
    APPROVED
    Since 2022-09-12

Branch Locations

1490 Northbank Pkwy, Tuscaloosa, AL 35406 • 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 Advisors Inc. Birmingham AL 06/2022 Present
Stonex Securities Inc. Birmingham AL 11/2020 Present
Old Navy Tuscaloosa AL 11/2015 01/2019
University Of Alabama Tuscaloosa AL 01/2019 05/2019
University Of Alabama Tuscaloosa AL 05/2019 08/2019
Unemployed Tuscaloosa AL 08/2019 01/2020
Old Navy Tuscaloosa AL 01/2020 05/2020
Target Homewood AL 05/2020 11/2020
  • 06/2022 → Present
    Stonex Advisors Inc.
    Birmingham, AL
  • 11/2020 → Present
    Stonex Securities Inc.
    Birmingham, AL
  • 11/2015 → 01/2019
    Old Navy
    Tuscaloosa, AL
  • 01/2019 → 05/2019
    University Of Alabama
    Tuscaloosa, AL
  • 05/2019 → 08/2019
    University Of Alabama
    Tuscaloosa, AL
  • 08/2019 → 01/2020
    Unemployed
    Tuscaloosa, AL
  • 01/2020 → 05/2020
    Old Navy
    Tuscaloosa, AL
  • 05/2020 → 11/2020
    Target
    Homewood, AL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-06-14
S65 Uniform Investment Adviser Law Examination 2022-09-12
  • S63 Uniform Securities Agent State Law Examination
    2023-06-14
  • S65 Uniform Investment Adviser Law Examination
    2022-09-12

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · TUSCALOOSA, AL
EAGLE STRATEGIES LLC · TUSCALOOSA, AL
JMF CAPSTONE WEALTH MANAGEMENT · TUSCALOOSA, AL
MONEY CONCEPTS CAPITAL CORP · Tuscaloosa, AL
OSAIC WEALTH, INC. · TUSCALOOSA, AL
FINANCIAL ECONOMICS CONSULTING GROUP, INC. · TUSCALOOSA, AL
FINANCIAL ECONOMICS CONSULTING GROUP, INC. · TUSCALOOSA, AL
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