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100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-06 |
Branch Locations
2340 Pa 309, Orefield, PA 18069 • United States
100 Grandview Place Suite 200, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc | Orefield | PA | 06/2015 | 06/2025 |
| Stonex Advisors Inc | Orefield | PA | 06/2015 | 06/2025 |
| Oneascent Financial Services, Llc | Birmingham | AL | 06/2025 | Present |
Affiliated Financial Planners, LLC 2340 PA309 Orefield,PA 18069 Nature of Business: Medicare Supplement/Advantage/Prescription Plan Sales Investment Related: Non-Investment Related Title: Office Manager, Health Insurance Specialist Duties: I assist seniors navigate their Medicare options. Help them decide on a Medicare Supplement, Medicare Advantage Plan and Prescription Drug Plans. Start Date: 05/12/2015 Hours Devoted to Business: 10-15 outside of Open Enrollment, 150+ during Open Enrollment (Oct 15th - Dec 7th) Hours Devoted to Business during Market Hours: Less than 10 per month outside of Open Enrollment. During Open Enrollment, 100+ hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-02 |
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