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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 | 2024-09-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Boca Raton | FL | 06/2016 | 02/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | 02/2019 |
| National Securities Corp | Boca Raton | FL | 04/2019 | 08/2021 |
| National Asset Management | Boca Raton | FL | 04/2019 | 08/2021 |
| Bci Securities | Miami | FL | 08/2021 | 02/2024 |
| Stonex Securities Inc. | Miami | FL | 09/2024 | Present |
| Independent Insurance Agent | Delray Beach | FL | 02/2024 | 09/2024 |
| Stonex Advisors Inc. | Miami | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-13 |
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