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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-12-06 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • 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 |
|---|---|---|---|---|
| Leslie Finn Rental Property | Lawrencburg | IN | 07/2000 | 12/2018 |
| Quest Capital Strategies, Inc. | Lake Forest | CA | 06/2014 | 12/2019 |
| Independent Insurance Agent | Lawrenceburg | IN | 03/2014 | 12/2021 |
| Liberty Tax Services | Harrison | OH | 02/2018 | 12/2021 |
| Stonex Securities Inc | Lawrenceburg | IN | 12/2019 | Present |
| Stonex Advisors Inc | Lawrenceburg | IN | 12/2019 | Present |
1) INDEPENDENT INSURANCE AGENT - INVESTMENT-RELATED. 23981 STATELINE RD, LAWRENCEBURG, IN 47025. INSURANCE PRODUCTS. 100% OWNER, SALES INSURANCE LIFE / ACCIDENT. STARTED 3/2014. 0 HRS/MO, 0 HR/MO DURING TRADING. DUTIES: SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-27 |
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