Best Investors
Account
Sign in
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2016-06-30 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Burleson Dawkins Inc. Two Office Park Cr. Suite 100, Birmingham, AL 35223 • 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 |
|---|---|---|---|---|
| Calhoun Properties | Birmingham | AL | 08/1991 | Present |
| Stonex Securities Inc | Birmingham | AL | 02/2010 | Present |
| Stonex Advisors Inc | Birmingham | AL | 06/2016 | Present |
1) Calhoun Properties Inc. 508 Seven Oaks Park Birmingham, Al 35242 Nature of Business: It was a real estate holding company, but the real estate was sold in 1997 and the money was put into a Calhoun Properties investment account. Now it just holds a couple of stocks here at Stone X. Investment Related: No Business Position: President Business Duties: No real duties. Just monitor the stock in the account. Business Start Date: 11/01/1993 Approximately one hour spent on this OBA monthly with 5 minutes spent during market hours. 2) Burleson Dawkins Inc. 1 Office Park Cr. suite 100 Birmingham, Al. 35223 Nature of Business: DBA for relationship with StoneX. Investment Related: Yes Business Position: Partner Business Duties: Managing the business Business Start Date: 04/01/2004 Approximately 160 hours spent on this OBA with all hours spent during market hours. 3) GWDJFB, LLC 606 CLAY ST, MONTGOMERY, AL 36104 NATURE OF BUSINESS: TO BUY PROPERTIES AND BE ABLE TO GET A GROUP BLUE CROSS BLUE SHIELD POLICY. WHEN BOB, MY PARTNER, WAS LET GO HERE AT BURLESON DAWKINS INC., MY HEALTH INSURANCE WENT UP DUE TO THE LOSS OF A SMALL GROUP PLAN. BUSINESS POSITION: PARTNER BUSINESS DUTIES: MY DUTIES WILL BE TO HAVE SOMEONE BOUNCE IDEAS OFF OF BUSINESS START DATE: 07/01/2021 APPROXIMATELY ONE HOUR SPENT ON THIS OBA MONTHLY, WITH ZERO SPENT ON THIS OBA DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-05 |
Reach out to this advisor