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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-02-24 |
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 |
|---|---|---|---|---|
| Advisory Group Equity Services | Woburn | MA | 01/2014 | 09/2024 |
| Stonex Securities Inc | Wilbraham | MA | 10/2024 | Present |
| Trust Advisory Group Ltd | Wilbraham | MA | 02/2014 | Present |
1) Business Name - (DBA) LifePath Financial Services LLC - 1215 Stony Hill Road, Wilbraham, MA 01095 Nature of Business: Series 7, 65, 63, fixed and variable life insurance and annuities, health plans insurances Investment Related: Yes Business Position: registered representative and owner Business Duties: all financial services, client meetings, organization, scheduling, compliance work, etc. Business Start Date: 03/05/2007 Approximately 40 hours spent on this OBA monthly, with 25+/- spent monthly during market hours. 2) Ordained Pastor - Augsburg Lutheran Churches - 1215 Stony Hill Rd Wilbraham, MA 01095 Nature of Business: Pastoral Ministries Investment Related: No Business Position: Pastor Business Duties: pastor and adjunct seminary faculty work (online phone) Business Start Date: 09/24/2025 Approximately 6-12 hours spent on this OBA monthly, with 2-4 spent monthly during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-03 |
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