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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2017-10-06 |
Branch Locations
1 Perimeter Park South Suite 400 South, Birmingham, AL 35243 • 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 |
|---|---|---|---|---|
| Jordan Iii Enterprises | Birmingham | AL | 06/2014 | 01/2017 |
| First Allied Securities Inc. | San Diego | CA | 07/2015 | 10/2017 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 09/2015 | 10/2017 |
| Stonex Securities Inc | Birmingham | AL | 10/2017 | Present |
| Stonex Advisors Inc | Birmingham | AL | 10/2017 | Present |
1)Jordan Revocable Trust 1808 Surrey Oaks Lane, Vestavia, AL 35243 Personal investment account set up for children to have limited access if I shall pass until they are at an age they can handle responsibility Owner 02/28/2009 1 hour spent per month; 1/4 hours spent during market hours 2) No name, buying a house with my step nephew that is a family house to flip. Nature of Business: Flipping a single house with my step nephew Investment Related: No Business Position: Partner 1/3 ownership Business Duties: none Business Start Date: 01/04/2023 Zero hours spent on this OBA monthly. 3) Stone Financial Group LLC - 1 Perimeter Park South Suite 400S Bhm Al 35243 Nature of Business: Financial Advisor Investment Related: Yes Business Position: Managing Partner Business Duties: Financial Advisor Business Start Date: 03/11/2024 160 hours spent on this OBA monthly, with 6.5 hours spent during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-16 |
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