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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 | 2007-10-23 |
Branch Locations
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
123 Haven Street Suite 2, Reading, MA 01867 • 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 |
|---|---|---|---|---|
| Whm Financial Services | Reding | MA | 09/2005 | Present |
| Ages Financial Services, Ltd. | Reading | MA | 09/2007 | 09/2024 |
| Trust Advisory Group Ltd | Reading | MA | 10/2007 | Present |
| Stonex Securities Inc. | Reading | MA | 09/2024 | Present |
1) TAG-AGES LLC; Investment Related; 123 Haven Street, Reading, MA 01867; OSJ Management Company; Managing member; 8/15/24; 8 hrs/month during trading hours; accounting, payroll 2) TAG Group, Inc.; Investment Related; 123 Haven Street, Reading, MA 01867; Holding Company; President and Chairman; 08/13/2007; 4 hrs/month during trading hours; winding down operation. sold 2 assets 9/2024. closing last asset. distributing sale proceeds
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-21 |
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