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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-12 |
| FL | RA | APPROVED | 2016-06-30 |
Branch Locations
Remsenburg, NY • United States
300 Fifth Avenue South Suite 203, Naples, FL 34102 • United States
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 |
|---|---|---|---|---|
| Stonex Securities Inc. | Naples | FL | 06/2016 | Present |
| Stonex Advisors Inc. | Naples | FL | 06/2016 | Present |
1) Owner of rental home Nature of Business: Rent home in NY as a vacation rental Investment Related: No Business Position: Home owner Business Duties: n/a - Lauren Wahlfeld will be handling the rental Business Start Date: 04/20/2023 Zero hours spent on this OBA monthly. 2) Wahlfeld Wealth Management Group - 300 Fifth Avenue S, Ste 203, Naples, FL 34102 Nature of Business: DBA - Fictitious name used for Branding Investment Related: Yes Business Position: Owner Business Duties: A Fictitious name as DBA for SA Stone Wealth Management Business Start Date: 08/03/2018 Approximately zero hours spent on this OBA monthly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-02 |
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