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Stonex Advisors Inc. CRD 174182
$5.09B regulatory AUM 52 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-01-30 |
Branch Locations
Blooming Glen, PA • 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 Securities Inc | Blooming Glen | PA | 09/2014 | Present |
| Stonex Advisors Inc | Blooming Glen | PA | 01/2015 | Present |
1)BLOOMING GLEN FINANCIAL, 220 BLOOMING GLEN ROAD, BLOOMING GLEN, PA 18911: SOLE PROPRIETORSHIP, NATURE OF BUS: LIFE INSURANCE SALES, TITLE: OWNER, DUTIES: SELL LIFE INS, TIME SPENT: 5%, COMPENSATION: COMMISSION 2) Business Name: Forethought Long Term Care Annuity Business Address: PO Box 220, Blooming Glen, PA 18911 Nature of Business: Fixed Annuity with Long Term Care Investment related? Yes Business Position, Title, or Association: Agent Business Duties: Sales Business Start Date: 03/03/2016 Approximate Hours Devoted to Business: 1 hour/month Approximate Hours Devoted to Business during Market Hours: None
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-06-08 |
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