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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2017-02-10 |
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 |
|---|---|---|---|---|
| Source Capital Management | Westport | CT | 09/2003 | 02/2017 |
| Ages Financial Services, Ltd. | Woburn | MA | 02/2017 | 09/2024 |
| Trust Advisory Group, Ltd. | Westport | CT | 02/2017 | Present |
| Stonex Securities Inc | Westport | CT | 09/2024 | Present |
Saugatuck Island Homeowners Association; NOT investment related; Westport, CT; homeowners association; Board Member; 05/01/2019; 1 hr/month, 0 hrs during trading hours; provide general help regarding homeowners association
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-12 |
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