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Current Employers
Stonex Advisors Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-01-30
  • OH RA
    APPROVED
    Since 2015-01-30

Branch Locations

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

5250 Transportation Blvd #100, Garfield Heights, OH 44125 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
L.P. Kennard Agency Parma OH 02/1981 Present
Stonex Securities Inc Garfield Heights OH 09/2014 Present
Stonex Advisors Inc Garfield Heights OH 01/2015 Present
  • 02/1981 → Present
    L.P. Kennard Agency
    Parma, OH
  • 09/2014 → Present
    Stonex Securities Inc
    Garfield Heights, OH
  • 01/2015 → Present
    Garfield Heights, OH
Previous Registrations
  • 2001-01-09 → 2015-01-30
    Wrp Investments, Inc.
    Medina, OH
    Aurora,, OH
    Garfield Hts, OH
    Garfield Heights, OH
    Medina, OH
    Youngstown, OH
Other Businesses

1)KENNARD FINANCIAL SERVICES, 5250 TRANSPORTATION BLVD, GARFIELD HEIGHTS, OHIO 44125: SOLE PROPRIETORSHIP, NATURE OF BUS: FINANCIAL PLANNING & TAX PREP, TITLE: OWNER, DUTIES: OVERSIGHT, TIME: 5%, 2)L.P. KENNARD AGENCY INC, 5250 TRANSPORTATION BLVD., GARFIELD HEIGHTS, OHIO 44125: CORPORATION, NATURE OF BUS: INSURANCE AGENCY, TITLE: PRESIDENT, DUTIES: SALES/MGMT, PERCENT OF TIME: 10%, 3)ST. BASIL CATHOLIC CHURCH FINANCE COUNCIL, 8700 BRECKSVILLE RD, BRECKSVILLE, OH 44141: NATURE OF BUS: VOLUNTEER ON ADVISORY BOARD TO PASTOR, TITLE: BOARD MEMBER, DUTIES: MEET MONTHLY W/BOARD & PASTOR, TIME SPENT: 1%, 4)LP Kennard Agency, Inc 5250 Transportation Blvd., Garfield Heights, OH 44125 Office Space Rental Non-Investment related Owner Manage and maintain the building 3-5 hours spent per month and 0-1 hours spent during market hours 5)Kennard Family Trust dtd 09/15/00 3461 Scotswood Circle, Richfield, OH 44286 My family trust which holds assets, primarily for passing efficiently to heirs Investment related Trustee 09/15/2000 1 hours spent per month; 10 to 15 mins. per week during market hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-29
S63 Uniform Securities Agent State Law Examination 1986-07-23
  • S65 Uniform Investment Adviser Law Examination
    2004-12-29
  • S63 Uniform Securities Agent State Law Examination
    1986-07-23
Designations

View on SEC IAPD

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