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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-06 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • 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 |
|---|---|---|---|---|
| Quest Capital Strategies, Inc. | Lake Forest | CA | 01/2013 | 12/2019 |
| Stonex Securities Inc | Colleyville | TX | 12/2019 | Present |
| Stonex Advisors Inc | Colleyville | TX | 12/2019 | Present |
1)INSURANCE AGENT (LIFE AND HEALTH) - INVESTMENT RELATED. 5301 MONTCLAIR, COLLEYVILLE, TX 76034. NATURE OF BUSINESS: INSURANCE AGENT SELLING LIFE AND HEALTH PRODUCTS. 100% OWNER, INDEPENDENT INSURANCE AGENT. STARTED 6/2010. 5 HRS/MO, 5 HRS/MO DURING TRADING HOURS. DUTIES: INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-18 |
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