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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 | 2010-03-31 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
23 O2 White'S Path Ste 01, South Yarmouth, MA 02664 • 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 |
|---|---|---|---|---|
| Advisory Group Equity Services | Reading | MA | 02/2010 | 09/2024 |
| Trust Advisory Group Ltd | Reading | MA | 02/2010 | Present |
| Stonex Securities Inc | Reading | MA | 10/2024 | Present |
1) Investment Securities Group - 23-O2 Whites Path, South Yarmouth MA 02664 Nature of Business: Investment of Securities and Insurance produce on behalf of clients Investment Related: Yes Business Position: I am the sole owner. President Business Duties: Manage the office to provide a location for my primary business as a StoneX Advisor Business Start Date: 09/15/2009 Approximately 4 hours spent on this OBA monthly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-26 |
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