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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-01-30 |
| OH | RA | APPROVED | 2015-01-30 |
Branch Locations
3333 Richmond Suite 135, Beachwood, OH 44122 • United States
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc | Beachwood | OH | 09/2014 | Present |
| Stonex Advisors Inc | Beachwood | OH | 01/2015 | Present |
1 EMUNAH HOLDINGS, LTD = 3520 CENTER ROAD PARTNERS, LLC BRUNSWICK PANINI'S LLC TK ON NOTHERN OHIO, LLC & TKNO ONE, LLC 25201 Chagrin Blvd #300 Beachwood, OH 44122 Nature of Business: Holdings Company Title / Position: Managing Member Duties: Oversee Operations Percentage of Time Spent: 10% 2) Weinberg Wealth Management, LLC Nature of Business: Investment Advisor Investment Related: Yes Title: Member Start Date: 06/01/2006 Duties: Investment Advice Hours Devoted to Business: 160 Hours Devoted to Business during Market Hours: 100 3) Trustee Nature of Business: Estate Planning Title: Trustee Investment Related: Non-Investment Related Start Date: 12/18/2007 Duties: Trustee for my children Hours Devoted to Business: 0 Hours Devoted to Business during Market Hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-18 |
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