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Current Employers
Stonex Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-06-29
  • PA RA
    APPROVED
    Since 2020-06-29

Branch Locations

1781 Arona Road, North Huntingdon, PA 15642 • United States

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • 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
OrganizationCityStateFromTo
Stonex Securities Inc North Huntingdon PA 02/2016 Present
Stonex Advisors Inc North Huntingdon PA 06/2020 Present
  • 02/2016 → Present
    Stonex Securities Inc
    North Huntingdon, PA
  • 06/2020 → Present
    North Huntingdon, PA
Other Businesses

1)Admin Associates, Inc 2871 Guffey Road, Irwin, PA 15642 S corp to receive payment for Admin services rendered Non-investment related Owner 05/01/2017 1 hour spent per month and 1 hour spent during market hours 2) Maple Shade Commons LLC 2781 Arona Road Irwin, PA 15642 Nature of Business: This is an LLC that holds office space that I lease. Investment Realted: Non-Investment Related Position: Owner, member Business Duties: Maples Shade Commons holds commercial office real estate that is leased. Business Start Date: 08/28/2019 Approximate Hours Devoted to Business: 5 Approximate Hours Devoted to Business during Market Hours: 0 3) Westmoreland County Community College 125 Pavilion Ln, Youngwood, PA 15697 Nature of Business: Adult continuing education classes on various retirement topics Investment Related: Non-Investment Related Title: Instructor Duties: Instruct students on various retirement topics Start Date: 4/1/2020 Hours Devoted to Business: 2 Hours Devoted to Business during Market Hours: 0 4) PA FINANCIAL LLC 1781 ARONA RD, SUITE 3B, IRWIN, PA 15642 NATURE OF BUSINESS: ENTITY TO RECEIVE FINANCIAL SERVICE INCOME INVESTMENT RELATED: YES BUSINESS POSITION, TITLE OR ASSOCIATION: OWNER, FINANCIAL ADVISOR BUSINESS DUTIES: FINANCIAL ADVISOR PROVIDE SERVICE TO CLIENTS WITH INVESTMENT RELATIONS AS WELL AS INSURANCE POLICIES BUSINESS START DATE: 07/01/2020 APPROXIMATELY 180 HOURS SPENT ON THIS OBA MONTHLY WITH 8-9 HOURS SPENT ON THIS OBA DAILY. 5) George Strategic Wealth; 1781 Arona Road, Suite 3b, Irwin, PA 15642; Investment Related; DBA; 08/22/2024; Investment advice; 160 hrs/month 6) TAX PREP & PLANNING - 1781 ARONA ROAD, IRWIN, PA 15642 NATURE OF BUSINESS: TAX PREPARATION AND PLANNING INVESTMENT RELATED: NO BUSINESS POSITION, TITLE OR ASSOCIATION: OWNER BUSINESS DUTIES: PREPARING TAX RETURNS, GUIDING CLIENTS IN REDUCING LIFETIME TAXES PAID BUSINESS START DATE: 04/29/2025 APPROXIMATELY 16 HOURS SPENT ON THIS OBA MONTHLY, WITH 16 SPENT DURING MARKET HOURS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-09-03
  • S63 Uniform Securities Agent State Law Examination
    2014-09-03
Designations

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