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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-13 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
6576 E Quaker St, Orchard Park, NY 14127 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Stonex Securities Inc | Orchard Park | NY | 09/2014 | Present |
| Stonex Advisors Inc | Orchard Park | NY | 10/2021 | Present |
UPSTATE SPECIAL RISK 400 WEST METO FINANCIAL CENTER ROCHESTER, NY 14623 NATURE OF BUS: INSURANCE AGENCY TITLE: INDEPENTDENT CONTRACTOR DUTIES: OFFER INSURANCE SERVICES TO CLIENTS PERCENTAGE OF TIME: 10% COMPENSATION: COMMISSIONS KIRKBY & ASSOCIATES 6576 EAST QUAKER STREET ORCHARD PARY, NY 14075 RELATIONSHIP: PAY ON OVERRIDE FOR OFFICE SPACE AND SERVICES NATURE OF BUSINESS: SHELL CORP TO PAY BILLS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-09 |
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