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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 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
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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-23 |
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