Best Investors
Account
Sign in
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-07-17 |
| OH | RA | APPROVED | 2015-01-30 |
Branch Locations
937 High Street Suite 100, Worthington, OH 43085 • 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 |
|---|---|---|---|---|
| Gls Financial | Worthington | OH | 06/2006 | Present |
| Stonex Securities Inc. | Worthington | OH | 09/2014 | Present |
| Stonex Advisors Inc. | Worthington | OH | 01/2015 | Present |
1) GABE WOOLUM INSUR AGENT, 359 BAILEY PLACE, COLUMBUS, OH 43235: SOLE PROPRIETORSHIP, NATURE OF BUS: INSURANCE SALES, TITLE: INDEPENDENT INSURANCE AGENT, DUTIES: MARKET & IMPLEMENT INS POLICIES, TIME: 10%, 2) GLS Financial Consultants, Inc 937 High Street Suite 100 Worthington, OH 43085 Title: Vice President Investment Related Nature: DBA Duties: DBA Approximately 200 hours per month. Full market hours (7.5 hours a day) 3) Gabriel K. Woolum & Megan M Woolum Revocable Trust DTD and Gabriel K. Woolum POA for Megan M. Woolum Nature of Business: Estate planning documents for my wife and myself Investment Related: Non-Investment Related Title: Trustee & POA Duties: Trustee of the Woolum Revocable Trust & POA for my wife, Megan M. Woolum Start Date: 1/29/2020 Hours Devoted to Business: 0 Hours Devoted to Business during Market Hours: 0 4) EXECUTOR FOR MARIAN S GARNER (MOTHER) NATURE OF BUSINESS: EXECUTOR FOR IMMEDIATE FAMILY MEMBER INVESTMENT RELATED: YES BUSINESS POSITION, TITLE OR ASSOCIATION: EXECUTOR BUSINESS DUTIES: EXECUTOR FOR THE ESTATE OF MARIAN S GARNER BUSINESS START DATE: 06/01/2015 APPROXIMATELY ZERO HOURS SPENT ON THIS OBA WITH ZERO DURING MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-13 |
Reach out to this advisor