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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-06-30 |
Branch Locations
1325 Satellite Blvd Suite 1407, Suwanee, GA 30024 • 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 | Suwanee | GA | 05/2013 | Present |
| Stonex Advisors Inc | Suwanee | GA | 06/2016 | Present |
1.) GRANDVIEW RISK MANAGEMENT; NOT INVESTMENT RELATED; 1325 SALELLITE BLVD, #1407 SUWANEE, GA. 30024; INSURANCE; DIRECTOR; 10/07/2013; 60 HOURS PER MONTH; 2 HOURS PER WEEK DURING SEC TRADING HOURS; MANAGE INSURANCE OPERATIONS FOR A FIRM OFFERING WHOLE LIFE, DISABILITY INCOME AND LTC. 2.) GrandView Strategic Partners (aka GrandView Wealth Advisors) - 1325 Satellite Blvd, Ste 1407, Suwanee, GA 30024 Nature of Business: Company operates as a d/b/a to help build brand recognition and promote independent business conducted through SA Stone Companies Investment Related: Yes Business Position: Director Business Duties: Sell investment products and services. Service clients. Business Start Date: 04/15/2018 Approximately 160 hours spent on this OBA monthly, with 150 hours spent during market hours monthly.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-28 |
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