Daniel E. Jamroz

Current Employers

Stonex Advisors Inc.

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2015-01-30
MA	RA	APPROVED	2015-01-30

CT RA
APPROVED

Since 2015-01-30
MA RA
APPROVED

Since 2015-01-30

Branch Locations

491 Maples Street Units 103/104, Danvers, MA 01923 • United States

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

1054 N Grand St, West Suffield, CT 06093 • 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

Organization	City	State	From	To
Innovative Data, Llc	Belchertown	MA	03/2009	12/2022
Stonex Securities Inc	West Suffield	CT	09/2014	Present
Stonex Advisors Inc	West Suffield	CT	01/2015	Present

03/2009 → 12/2022

Innovative Data, Llc

Belchertown, MA
09/2014 → Present

Stonex Securities Inc

West Suffield, CT
01/2015 → Present

Stonex Advisors Inc

West Suffield, CT

Previous Registrations

2011-01-07 → 2015-01-30

Wrp Investments, Inc.

East Longmeadow, MA

Youngstown, OH

Other Businesses

1) ONE SOURCE WEALTH MANAGEMENT, LLC 16 AARON DRIVE, TOPSFIELD, MA 01983 NATURE OF BUSINESS: FINANCIAL SERVICES AND INSURANCE INVESTMENT RELATED: YES BUSINESS POSITION, TITLE OR ASSOCIATION: OWNER BUSINESS DUTIES: OWNER AND BROKER. DISCUSS OVERALL PLANNING, SALES OF LIFE AND DISABILITY INSURANCE TO CLIENTS. BUSINESS START DATE: 02/24/2021 APPROXIMATELY 120 HOURS SPENT ON THIS OBA MONTHLY WITH 3 HOURS SPENT ON THIS OBA DAILY.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-09-20
S63	Uniform Securities Agent State Law Examination	2008-12-10

S66 Uniform Combined State Law Examination

2010-09-20
S63 Uniform Securities Agent State Law Examination

2008-12-10

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