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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 | 2019-03-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Stonex Securities Inc. | Birmingham | AL | 11/2016 | Present |
| Regions Bank | Birmingham | AL | 07/2016 | 11/2016 |
| Stonex Advisors Inc. | Birmingham | AL | 03/2019 | Present |
1) Managed Legacy Wealth Counsel - 143 Shades Crest Road, Hoover, Al 35226 Nature of Business: DBA Investment Related: Yes Business Position: Owner Business Duties: Financial Advisor Business Start Date: 10/25/2023 Approximately 40 hours spent on this OBA monthly, with 40 during market hours. 2) Matthew Hill - Author; NOT investment related; Hoover, AL; 08/29/2024; less than 1 hr/month during market hours; research-backed book covering the topic of the value of a financial advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 2019-02-28 |
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