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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2016-07-18 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
2651 East 21St Street #401, Tulsa, OK 74114 • 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 |
|---|---|---|---|---|
| Stonex Securities Inc. | Tulsa | OK | 03/2011 | Present |
| Stonex Advisors Inc. | Tulsa | OK | 07/2016 | Present |
TULSA CENTRAL HIGH-ENDOWMENT FUND; YES, INVESTMENT RELATED; 3101 WEST EDISON ST. TULSA, OK; PROVIDE SCHOLARSHIPS AND FUNDRAISING FOR SCHOOL; COMMITTEE CHAIRMAN; 1987; 1 HOUR PER MONTH; 0 DURING SEC TRADING HOURS; BOARD MAKES DECISIONS, I ENACT THE DECISION MAKING. BOSWORTH MORGAN WOLFE INV. CO.; YES INVESTMENT RELATED; 4065 BOULDER #800 TULSA, OK. 74103; DBA; PRESIDENT; 10/1997; 4 HOURS PER MONTH 0 DURING SECURITY TRADING HOURS; PAY MONTHLY BILLS, TAX PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1980-03-20 |
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