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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-05-26 |
Branch Locations
7075 Halcyon Park Dr, Montgomery, AL 36117 • 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 Advisors Inc | Montgomery | AL | 05/2026 | Present |
| Stonex Securities Inc. | Montgomery | AL | 02/2024 | Present |
| Infinex Investments | Montgomery | AL | 01/2023 | 02/2024 |
| River Bank And Trust | Prattville | AL | 09/2021 | 01/2023 |
| Elmore County Public Schools | Prattville | AL | 07/2020 | 09/2021 |
| Unemployed - Due To Relocation From North Carolina | Millbrook | AL | 06/2020 | 07/2020 |
| Cherry Point Child Development Center | Havelock | NC | 09/2019 | 06/2020 |
| Unemployed - Due To Relocation | Havelock | NC | 06/2019 | 09/2019 |
| City Of Prattville | Prattville | AL | 06/2016 | 06/2019 |
1) River Bank and Trust - 7075 Halcyon Park Drive, Montgomery, AL 36117 Nature of Business: Administrative Assistant Investment Related: Yes Business Position: investment sales assistant Business Duties: Assist Financial Advisors, coworkers, and customers with preparing paperwork, answering phone calls, filing documents, and account service request. Business Start Date: 09/07/2021 Approximately 160 hours spent on this OBA monthly; with 127 spent during market hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-26 |
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