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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2016-07-05 |
Branch Locations
54 South Main Street, Lexington, VA 24450 • 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 |
|---|---|---|---|---|
| City Of Lexington | Lexington | VA | 01/2017 | Present |
| Stonex Advisors Inc | Lexington | VA | 12/2011 | Present |
| Stonex Securities Inc | Lexington | VA | 12/2011 | Present |
1)CONTERSTONE BANK ;54 SOUTH MAIN STREET LEXINGTON, VA 24450; BUSINESS IS INVESTMENT RELATED; BANK EMPLOYEE - INVESTMENT SALES AND BUSINESS DEVELOPMENT; VP BUSINESS DEVELOPMENT; START 05/01/2011; 40 HOURS PER MONTH DURING SEC TRADING HOURS; SERVE AS FINANCIAL ADVISOR AND BUSINESS DEVELOPMENT OFFICE FOR LOANS AND DEPOSITS. 2)City of Lexington 300 East Washington Street, Lexington, VA 24450 Municipal leadership/public service Not-Investment related Mayor Set agenda and lead the city council meetings. Attend ribbon cuttings & other duties. 01/01/2017 12 hrs spent per month 1 hour per week during market hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-20 |
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